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 6-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 | $91,773 | $73,004+25.7% | $90,749+1.1% | $68,494+34.0% |
| Participation rate | 88.8% | 70.8%+17.9pp | 75.7%+13.1pp | 67.9%+20.9pp |
| Annual return | -15.99% | -13.81%-2.2pp | -12.16%-3.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $6,744 | $2,193+207.5% | $2,921+130.9% | $2,596+159.7% |
| Participant deferral / active EE | $15,017 | $3,627+314.1% | $4,564+229.0% | $4,027+272.9% |
| Admin fee / account holder | $69 | $5,896-98.8% | $8,445-99.2% | $5,403-98.7% |