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 | $142,760 | $92,222+54.8% | $76,768+86.0% | $135,375+5.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.47% | 5.46%-4.0pp | 2.43%-1.0pp | 519.73%-518.3pp |
| Employer contribution / active EE | $25,823 | $3,216+703.0% | $2,485+939.1% | $4,779+440.4% |
| Participant deferral / active EE | $15,530 | $4,509+244.4% | $3,852+303.2% | $5,609+176.9% |
| Admin fee / account holder | $141 | $10,748-98.7% | $6,675-97.9% | $10,827-98.7% |