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 | $159,262 | $99,032+60.8% | $80,019+99.0% | $135,375+17.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.55% | 15.39%-18.9pp | 11.22%-14.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $12,500 | $3,043+310.7% | $2,468+406.5% | $4,779+161.6% |
| Participant deferral / active EE | $2,145 | $4,282-49.9% | $3,686-41.8% | $5,609-61.8% |
| Admin fee / account holder | $25 | $10,436-99.8% | $6,521-99.6% | $10,827-99.8% |