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 | $32,944 | $53,162-38.0% | $91,220-63.9% | $68,494-51.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -16.59% | -3.14%-13.5pp | 114.01%-130.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $5,413 | $1,709+216.7% | $2,850+89.9% | $2,596+108.5% |
| Participant deferral / active EE | $6,403 | $2,974+115.3% | $4,234+51.2% | $4,027+59.0% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,420-100.0% | $5,403-100.0% |