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 4-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 | $50,913 | $71,883-29.2% | $86,677-41.3% | $68,494-25.7% |
| Participation rate | 79.5% | 72.2%+7.2pp | 76.6%+2.9pp | 67.9%+11.6pp |
| Annual return | -12.64% | 3.52%-16.2pp | 35.91%-48.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,971 | $2,173+36.8% | $2,836+4.8% | $2,596+14.5% |
| Participant deferral / active EE | $6,004 | $3,779+58.9% | $4,656+29.0% | $4,027+49.1% |
| Admin fee / account holder | $275 | $6,112-95.5% | $7,493-96.3% | $5,403-94.9% |