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 4-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 | $34,246 | $93,024-63.2% | $77,024-55.5% | $134,475-74.5% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -15.14% | 62.60%-77.7pp | 42.32%-57.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $8,348 | $3,418+144.2% | $2,812+196.8% | $4,740+76.1% |
| Participant deferral / active EE | $8,386 | $5,238+60.1% | $4,426+89.4% | $6,400+31.0% |
| Admin fee / account holder | $206 | $6,944-97.0% | $5,425-96.2% | $11,426-98.2% |