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 | $226,356 | $77,813+190.9% | $123,544+83.2% | $64,186+252.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.90% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,299 | $3,014-56.9% | $4,628-71.9% | $2,381-45.4% |
| Participant deferral / active EE | $9,151 | $5,240+74.6% | $6,426+42.4% | $3,470+163.7% |
| Admin fee / account holder | $52 | $5,519-99.1% | $9,284-99.4% | $4,888-98.9% |