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 | $234,618 | $82,664+183.8% | $125,339+87.2% | $68,494+242.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.36% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $5,357 | $3,381+58.4% | $4,814+11.3% | $2,596+106.3% |
| Participant deferral / active EE | $10,323 | $6,110+68.9% | $7,446+38.6% | $4,027+156.3% |
| Admin fee / account holder | $1 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |