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 | $149,287 | $82,664+80.6% | $125,339+19.1% | $68,494+118.0% |
| Participation rate | 89.1% | 75.0%+14.0pp | 82.4%+6.7pp | 67.9%+21.2pp |
| Annual return | -18.80% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $32,970 | $3,381+875.1% | $4,814+584.9% | $2,596+1169.9% |
| Participant deferral / active EE | $5,600 | $6,110-8.4% | $7,446-24.8% | $4,027+39.1% |
| Admin fee / account holder | $255 | $6,275-95.9% | $10,010-97.5% | $5,403-95.3% |