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 | $104,029 | $75,935+37.0% | $60,547+71.8% | $125,391-17.0% |
| Participation rate | 87.5% | 76.5%+11.0pp | 68.0%+19.5pp | 83.2%+4.3pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,750 | $3,438-49.1% | $2,419-27.7% | $4,866-64.0% |
| Participant deferral / active EE | $1,930 | $4,506-57.2% | $3,328-42.0% | $5,352-63.9% |
| Admin fee / account holder | $182 | $6,768-97.3% | $4,536-96.0% | $9,540-98.1% |