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 8-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 | $51,248 | $82,664-38.0% | $125,339-59.1% | $68,494-25.2% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -17.53% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $9,019 | $3,381+166.8% | $4,814+87.4% | $2,596+247.4% |
| Participant deferral / active EE | $11,543 | $6,110+88.9% | $7,446+55.0% | $4,027+186.6% |
| Admin fee / account holder | $5 | $6,275-99.9% | $10,010-99.9% | $5,403-99.9% |