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 | $115,731 | $82,664+40.0% | $125,339-7.7% | $68,494+69.0% |
| Participation rate | 89.4% | 75.0%+14.3pp | 82.4%+7.0pp | 67.9%+21.5pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,218 | $3,381-64.0% | $4,814-74.7% | $2,596-53.1% |
| Participant deferral / active EE | $9,999 | $6,110+63.6% | $7,446+34.3% | $4,027+148.3% |
| Admin fee / account holder | $143 | $6,275-97.7% | $10,010-98.6% | $5,403-97.3% |