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 | $150,288 | $50,958+194.9% | $74,550+101.6% | $64,186+134.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.64% | -1.86%-5.8pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $4,621 | $1,115+314.3% | $1,961+135.6% | $2,381+94.1% |
| Participant deferral / active EE | $5,221 | $2,301+126.9% | $3,108+68.0% | $3,470+50.5% |
| Admin fee / account holder | $7 | $4,223-99.8% | $5,060-99.9% | $4,888-99.9% |