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 | $32,690 | $82,664-60.5% | $125,339-73.9% | $68,494-52.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | 55.50% | -5.97%+61.5pp | 572.05%-516.5pp | -7.84%+63.3pp |
| Employer contribution / active EE | $1,581 | $3,381-53.2% | $4,814-67.1% | $2,596-39.1% |
| Participant deferral / active EE | $9,329 | $6,110+52.7% | $7,446+25.3% | $4,027+131.7% |
| Admin fee / account holder | $182 | $6,275-97.1% | $10,010-98.2% | $5,403-96.6% |