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 | $44,050 | $54,350-19.0% | $82,719-46.7% | $68,494-35.7% |
| Participation rate | 95.2% | 63.9%+31.2pp | 72.6%+22.6pp | 67.9%+27.3pp |
| Annual return | -9.39% | -13.67%+4.3pp | 701.18%-710.6pp | -7.84%-1.5pp |
| Employer contribution / active EE | $5,232 | $2,218+135.9% | $3,009+73.9% | $2,596+101.5% |
| Participant deferral / active EE | $4,098 | $3,246+26.2% | $4,395-6.8% | $4,027+1.8% |
| Admin fee / account holder | $168 | $4,395-96.2% | $5,329-96.8% | $5,403-96.9% |