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 | $68,026 | $54,350+25.2% | $82,719-17.8% | $68,494-0.7% |
| Participation rate | 97.4% | 63.9%+33.5pp | 72.6%+24.9pp | 67.9%+29.5pp |
| Annual return | -14.07% | -13.67%-0.4pp | 701.18%-715.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,943 | $2,218+77.8% | $3,009+31.0% | $2,596+51.9% |
| Participant deferral / active EE | $6,514 | $3,246+100.7% | $4,395+48.2% | $4,027+61.8% |
| Admin fee / account holder | $277 | $4,395-93.7% | $5,329-94.8% | $5,403-94.9% |