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 | $140,286 | $45,863+205.9% | $77,024+82.1% | $68,494+104.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -14.84% | 1.72%-16.6pp | 42.32%-57.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,644 | $1,650+242.2% | $2,812+100.7% | $2,596+117.4% |
| Participant deferral / active EE | $8,074 | $2,962+172.6% | $4,426+82.4% | $4,027+100.5% |
| Admin fee / account holder | $14 | $3,041-99.5% | $5,425-99.7% | $5,403-99.7% |