See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,301 | $100,754+96.8% | $86,677+128.8% | $134,475+47.5% |
| Participation rate | 91.3% | 78.9%+12.4pp | 76.6%+14.7pp | 81.2%+10.1pp |
| Annual return | -7.91% | 29.04%-37.0pp | 35.91%-43.8pp | 417.96%-425.9pp |
| Employer contribution / active EE | $1,649 | $3,489-52.7% | $2,836-41.9% | $4,740-65.2% |
| Participant deferral / active EE | $4,127 | $5,338-22.7% | $4,656-11.4% | $6,400-35.5% |
| Admin fee / account holder | $52 | $10,926-99.5% | $7,493-99.3% | $11,426-99.5% |