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 | $133,538 | $158,817-15.9% | $121,196+10.2% | $135,375-1.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.36% | -0.64%-6.7pp | 16.93%-24.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $19,521 | $5,665+244.6% | $4,022+385.4% | $4,779+308.5% |
| Participant deferral / active EE | $13,078 | $4,005+226.6% | $3,344+291.0% | $5,609+133.2% |
| Admin fee / account holder | $15 | $6,512-99.8% | $5,019-99.7% | $10,827-99.9% |