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 5-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 | $200,684 | $73,867+171.7% | $143,757+39.6% | $68,494+193.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.47% | 1.01%-14.5pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $6,437 | $3,184+102.2% | $4,951+30.0% | $2,596+147.9% |
| Participant deferral / active EE | $5,587 | $3,384+65.1% | $5,637-0.9% | $4,027+38.7% |
| Admin fee / account holder | $128 | $5,755-97.8% | $14,673-99.1% | $5,403-97.6% |