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 | $44,534 | $54,350-18.1% | $82,719-46.2% | $68,494-35.0% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -18.06% | -13.67%-4.4pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $9,137 | $2,218+311.9% | $3,009+203.7% | $2,596+251.9% |
| Participant deferral / active EE | $6,401 | $3,246+97.2% | $4,395+45.6% | $4,027+58.9% |
| Admin fee / account holder | $39 | $4,395-99.1% | $5,329-99.3% | $5,403-99.3% |