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 6-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 | $59,995 | $82,664-27.4% | $125,339-52.1% | $68,494-12.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.10% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $4,471 | $3,381+32.2% | $4,814-7.1% | $2,596+72.2% |
| Participant deferral / active EE | $10,281 | $6,110+68.2% | $7,446+38.1% | $4,027+155.3% |
| Admin fee / account holder | $290 | $6,275-95.4% | $10,010-97.1% | $5,403-94.6% |