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 | $167,448 | $85,790+95.2% | $67,313+148.8% | $135,375+23.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.13% | -0.54%-2.6pp | -4.08%+0.9pp | 519.73%-522.9pp |
| Employer contribution / active EE | $4,232 | $3,487+21.3% | $2,566+64.9% | $4,779-11.4% |
| Participant deferral / active EE | $11,851 | $4,651+154.8% | $3,568+232.1% | $5,609+111.3% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |