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 10-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 | $32,195 | $107,791-70.1% | $90,645-64.5% | $135,375-76.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.42% | -0.90%-6.5pp | 1.88%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,813 | $3,018+59.5% | $2,532+90.1% | $4,779+0.7% |
| Participant deferral / active EE | $4,670 | $3,872+20.6% | $3,425+36.4% | $5,609-16.7% |
| Admin fee / account holder | $152 | $5,930-97.4% | $4,994-97.0% | $10,827-98.6% |