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 | $134,803 | $113,935+18.3% | $94,224+43.1% | $125,391+7.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.05% | 5.29%-6.3pp | 10.68%-11.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $12,805 | $4,727+170.9% | $3,587+257.0% | $4,866+163.2% |
| Participant deferral / active EE | $6,940 | $5,179+34.0% | $4,320+60.6% | $5,352+29.7% |
| Admin fee / account holder | $84 | $8,391-99.0% | $6,269-98.7% | $9,540-99.1% |