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 8-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 | $63,577 | $50,958+24.8% | $74,550-14.7% | $64,186-0.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.77% | -1.86%-5.9pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,686 | $1,115+230.5% | $1,961+88.0% | $2,381+54.8% |
| Participant deferral / active EE | $10,087 | $2,301+338.3% | $3,108+224.5% | $3,470+190.7% |
| Admin fee / account holder | $276 | $4,223-93.5% | $5,060-94.5% | $4,888-94.4% |