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 5-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 | $24,767 | $142,344-82.6% | $119,609-79.3% | $134,475-81.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.37% | -12.44%+1.1pp | -14.97%+3.6pp | 417.96%-429.3pp |
| Employer contribution / active EE | $15,156 | $5,222+190.2% | $4,232+258.1% | $4,740+219.8% |
| Participant deferral / active EE | $8,510 | $6,469+31.5% | $5,602+51.9% | $6,400+33.0% |
| Admin fee / account holder | $16 | $13,584-99.9% | $10,323-99.8% | $11,426-99.9% |