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 | $34,209 | $32,117+6.5% | $71,086-51.9% | $64,186-46.7% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -6.34% | -5.57%-0.8pp | 650.59%-656.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,739 | $712+144.2% | $1,088+59.9% | $2,381-26.9% |
| Participant deferral / active EE | $3,004 | $1,263+137.8% | $1,874+60.3% | $3,470-13.4% |
| Admin fee / account holder | $286 | $2,759-89.6% | $3,082-90.7% | $4,888-94.2% |