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 5-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 | $43,369 | $82,664-47.5% | $125,339-65.4% | $68,494-36.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.92% | -5.97%-5.9pp | 572.05%-584.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $8,000 | $3,381+136.6% | $4,814+66.2% | $2,596+208.1% |
| Participant deferral / active EE | $9,510 | $6,110+55.6% | $7,446+27.7% | $4,027+136.1% |
| Admin fee / account holder | $36 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |