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 | $32,506 | $142,344-77.2% | $119,609-72.8% | $134,475-75.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.70% | -12.44%+6.7pp | -14.97%+9.3pp | 417.96%-423.7pp |
| Employer contribution / active EE | $6,228 | $5,222+19.3% | $4,232+47.2% | $4,740+31.4% |
| Participant deferral / active EE | $7,502 | $6,469+16.0% | $5,602+33.9% | $6,400+17.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |