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 | $75,659 | $82,664-8.5% | $125,339-39.6% | $68,494+10.5% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -16.13% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $7,965 | $3,381+135.6% | $4,814+65.5% | $2,596+206.8% |
| Participant deferral / active EE | $6,135 | $6,110+0.4% | $7,446-17.6% | $4,027+52.3% |
| Admin fee / account holder | $6 | $6,275-99.9% | $10,010-99.9% | $5,403-99.9% |