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 | $139,949 | $95,862+46.0% | $79,550+75.9% | $134,475+4.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.81% | -2.69%-15.1pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,500 | $3,128-52.0% | $2,413-37.8% | $4,740-68.4% |
| Participant deferral / active EE | $1,500 | $4,693-68.0% | $3,985-62.4% | $6,400-76.6% |
| Admin fee / account holder | $70 | $9,126-99.2% | $6,832-99.0% | $11,426-99.4% |