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 | $34,772 | $142,344-75.6% | $119,609-70.9% | $134,475-74.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.14% | -12.44%+2.3pp | -14.97%+4.8pp | 417.96%-428.1pp |
| Employer contribution / active EE | $5,153 | $5,222-1.3% | $4,232+21.8% | $4,740+8.7% |
| Participant deferral / active EE | $7,997 | $6,469+23.6% | $5,602+42.7% | $6,400+25.0% |
| Admin fee / account holder | $18 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |