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 | $155,764 | $92,222+68.9% | $76,768+102.9% | $135,375+15.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -7.91% | 5.46%-13.4pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,612 | $3,216-18.8% | $2,485+5.1% | $4,779-45.3% |
| Participant deferral / active EE | $8,292 | $4,509+83.9% | $3,852+115.3% | $5,609+47.8% |
| Admin fee / account holder | $9 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |