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 | $106,924 | $94,529+13.1% | $140,016-23.6% | $64,186+66.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.97% | 7.77%-9.7pp | 651.12%-653.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $4,617 | $3,812+21.1% | $5,606-17.6% | $2,381+93.9% |
| Participant deferral / active EE | $2,920 | $5,250-44.4% | $6,927-57.8% | $3,470-15.8% |
| Admin fee / account holder | $259 | $6,741-96.2% | $10,705-97.6% | $4,888-94.7% |