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 | $52,078 | $82,664-37.0% | $125,339-58.5% | $68,494-24.0% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -13.66% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $5,170 | $3,381+52.9% | $4,814+7.4% | $2,596+99.1% |
| Participant deferral / active EE | $8,360 | $6,110+36.8% | $7,446+12.3% | $4,027+107.6% |
| Admin fee / account holder | $37 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |