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 | $136,362 | $82,286+65.7% | $68,791+98.2% | $134,475+1.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.27% | -2.19%-10.1pp | -6.38%-5.9pp | 417.96%-430.2pp |
| Employer contribution / active EE | $787 | $3,301-76.2% | $2,655-70.4% | $4,740-83.4% |
| Participant deferral / active EE | $14,625 | $4,739+208.6% | $3,941+271.1% | $6,400+128.5% |
| Admin fee / account holder | $103 | $6,481-98.4% | $4,932-97.9% | $11,426-99.1% |