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 | $137,759 | $95,193+44.7% | $76,523+80.0% | $135,375+1.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.35% | 4.85%-14.2pp | -0.27%-9.1pp | 519.73%-529.1pp |
| Employer contribution / active EE | $11,264 | $3,302+241.1% | $2,647+325.5% | $4,779+135.7% |
| Participant deferral / active EE | $10,988 | $4,639+136.8% | $3,835+186.5% | $5,609+95.9% |
| Admin fee / account holder | $98 | $6,249-98.4% | $4,848-98.0% | $10,827-99.1% |