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 | $171,126 | $99,640+71.7% | $86,436+98.0% | $134,475+27.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -20.39% | 6782.58%-6803.0pp | 4394.89%-4415.3pp | 417.96%-438.4pp |
| Employer contribution / active EE | $5,672 | $4,400+28.9% | $3,769+50.5% | $4,740+19.7% |
| Participant deferral / active EE | $5,672 | $7,246-21.7% | $6,952-18.4% | $6,400-11.4% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |