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 | $152,923 | $93,024+64.4% | $77,024+98.5% | $134,475+13.7% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -18.10% | 62.60%-80.7pp | 42.32%-60.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $10,121 | $3,418+196.1% | $2,812+259.9% | $4,740+113.5% |
| Participant deferral / active EE | $8,776 | $5,238+67.6% | $4,426+98.3% | $6,400+37.1% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |