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 | $35,026 | $107,791-67.5% | $90,645-61.4% | $135,375-74.1% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.0%+16.0pp | 82.6%+7.4pp |
| Annual return | -7.31% | -0.90%-6.4pp | 1.88%-9.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $6,415 | $3,018+112.6% | $2,532+153.4% | $4,779+34.2% |
| Participant deferral / active EE | $2,835 | $3,872-26.8% | $3,425-17.2% | $5,609-49.5% |
| Admin fee / account holder | $148 | $5,930-97.5% | $4,994-97.0% | $10,827-98.6% |