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 | $40,625 | $107,791-62.3% | $90,645-55.2% | $135,375-70.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.05% | -0.90%-8.1pp | 1.88%-10.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $8,005 | $3,018+165.3% | $2,532+216.2% | $4,779+67.5% |
| Participant deferral / active EE | $8,113 | $3,872+109.5% | $3,425+136.9% | $5,609+44.7% |
| Admin fee / account holder | $166 | $5,930-97.2% | $4,994-96.7% | $10,827-98.5% |