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 | $188,339 | $133,958+40.6% | $112,228+67.8% | $134,475+40.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -12.06% | 47.11%-59.2pp | 27.45%-39.5pp | 417.96%-430.0pp |
| Employer contribution / active EE | $5,262 | $4,038+30.3% | $3,635+44.8% | $4,740+11.0% |
| Participant deferral / active EE | $7,758 | $5,291+46.6% | $4,728+64.1% | $6,400+21.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |