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 | $119,351 | $82,664+44.4% | $125,339-4.8% | $68,494+74.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.76% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $5,039 | $3,381+49.0% | $4,814+4.7% | $2,596+94.1% |
| Participant deferral / active EE | $12,280 | $6,110+101.0% | $7,446+64.9% | $4,027+204.9% |
| Admin fee / account holder | $5 | $6,275-99.9% | $10,010-99.9% | $5,403-99.9% |