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 | $39,512 | $82,664-52.2% | $125,339-68.5% | $68,494-42.3% |
| Participation rate | 94.4% | 75.0%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -16.53% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,318 | $3,381-1.9% | $4,814-31.1% | $2,596+27.8% |
| Participant deferral / active EE | $2,826 | $6,110-53.8% | $7,446-62.1% | $4,027-29.8% |
| Admin fee / account holder | $121 | $6,275-98.1% | $10,010-98.8% | $5,403-97.8% |