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 8-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 | $58,416 | $82,664-29.3% | $125,339-53.4% | $68,494-14.7% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -16.06% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,431 | $3,381+1.5% | $4,814-28.7% | $2,596+32.2% |
| Participant deferral / active EE | $8,500 | $6,110+39.1% | $7,446+14.2% | $4,027+111.1% |
| Admin fee / account holder | $152 | $6,275-97.6% | $10,010-98.5% | $5,403-97.2% |