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 | $63,903 | $72,254-11.6% | $86,677-26.3% | $64,808-1.4% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.6%+17.8pp | 71.5%+22.9pp |
| Annual return | -13.70% | 392.42%-406.1pp | 35.91%-49.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $3,923 | $2,393+63.9% | $2,836+38.3% | $2,506+56.6% |
| Participant deferral / active EE | $10,673 | $4,658+129.1% | $4,656+129.3% | $4,310+147.6% |
| Admin fee / account holder | $67 | $174-61.5% | $7,493-99.1% | $188-64.4% |