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 | $207,366 | $82,664+150.9% | $125,339+65.4% | $68,494+202.7% |
| Participation rate | 90.2% | 75.0%+15.2pp | 82.4%+7.8pp | 67.9%+22.3pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $5,053 | $3,381+49.4% | $4,814+5.0% | $2,596+94.6% |
| Participant deferral / active EE | $8,877 | $6,110+45.3% | $7,446+19.2% | $4,027+120.4% |
| Admin fee / account holder | $59 | $6,275-99.1% | $10,010-99.4% | $5,403-98.9% |