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 | $106,722 | $45,863+132.7% | $77,024+38.6% | $68,494+55.8% |
| Participation rate | 96.0% | 55.9%+40.1pp | 67.9%+28.1pp | 67.9%+28.1pp |
| Annual return | -16.27% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $8,282 | $1,650+402.1% | $2,812+194.5% | $2,596+219.0% |
| Participant deferral / active EE | $9,065 | $2,962+206.0% | $4,426+104.8% | $4,027+125.1% |
| Admin fee / account holder | $48 | $3,041-98.4% | $5,425-99.1% | $5,403-99.1% |