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 | $67,711 | $142,344-52.4% | $119,609-43.4% | $134,475-49.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.93% | -12.44%-6.5pp | -14.97%-4.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,399 | $5,222-73.2% | $4,232-66.9% | $4,740-70.5% |
| Participant deferral / active EE | $15,833 | $6,469+144.7% | $5,602+182.6% | $6,400+147.4% |
| Admin fee / account holder | $240 | $13,584-98.2% | $10,323-97.7% | $11,426-97.9% |