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 | $34,694 | $82,664-58.0% | $125,339-72.3% | $68,494-49.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.64% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,451 | $3,381-57.1% | $4,814-69.9% | $2,596-44.1% |
| Participant deferral / active EE | $4,955 | $6,110-18.9% | $7,446-33.5% | $4,027+23.0% |
| Admin fee / account holder | $237 | $6,275-96.2% | $10,010-97.6% | $5,403-95.6% |