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 9-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 | $54,647 | $82,664-33.9% | $125,339-56.4% | $68,494-20.2% |
| Participation rate | 80.8% | 75.0%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -19.19% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $4,670 | $3,381+38.1% | $4,814-3.0% | $2,596+79.9% |
| Participant deferral / active EE | $7,421 | $6,110+21.4% | $7,446-0.3% | $4,027+84.3% |
| Admin fee / account holder | $135 | $6,275-97.8% | $10,010-98.6% | $5,403-97.5% |