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 | $78,479 | $75,828+3.5% | $147,614-46.8% | $59,632+31.6% |
| Participation rate | 96.0% | 71.6%+24.4pp | 84.6%+11.4pp | 68.7%+27.3pp |
| Annual return | -0.52% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $4,249 | $3,485+21.9% | $5,564-23.6% | $2,203+92.9% |
| Participant deferral / active EE | $6,514 | $3,130+108.1% | $4,895+33.1% | $3,192+104.1% |
| Admin fee / account holder | $295 | $5,985-95.1% | $11,611-97.5% | $4,297-93.1% |