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 4-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 | $174,369 | $73,867+136.1% | $143,757+21.3% | $68,494+154.6% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -17.25% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $7,800 | $3,184+144.9% | $4,951+57.5% | $2,596+200.4% |
| Participant deferral / active EE | $13,810 | $3,384+308.0% | $5,637+145.0% | $4,027+242.9% |
| Admin fee / account holder | $19 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |