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 | $35,299 | $82,664-57.3% | $125,339-71.8% | $68,494-48.5% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | 20.60% | -5.97%+26.6pp | 572.05%-551.4pp | -7.84%+28.4pp |
| Employer contribution / active EE | $1,855 | $3,381-45.1% | $4,814-61.5% | $2,596-28.6% |
| Participant deferral / active EE | $6,577 | $6,110+7.6% | $7,446-11.7% | $4,027+63.3% |
| Admin fee / account holder | $175 | $6,275-97.2% | $10,010-98.2% | $5,403-96.8% |