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 7-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 | $101,074 | $82,286+22.8% | $68,791+46.9% | $134,475-24.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.47% | -2.19%-14.3pp | -6.38%-10.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $11,643 | $3,301+252.7% | $2,655+338.5% | $4,740+145.7% |
| Participant deferral / active EE | $2,434 | $4,739-48.6% | $3,941-38.2% | $6,400-62.0% |
| Admin fee / account holder | $61 | $6,481-99.1% | $4,932-98.8% | $11,426-99.5% |