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 | $219,366 | $93,024+135.8% | $77,024+184.8% | $134,475+63.1% |
| Participation rate | 91.7% | 74.5%+17.2pp | 67.9%+23.8pp | 81.2%+10.4pp |
| Annual return | -13.48% | 62.60%-76.1pp | 42.32%-55.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,802 | $3,418-18.0% | $2,812-0.4% | $4,740-40.9% |
| Participant deferral / active EE | $8,731 | $5,238+66.7% | $4,426+97.2% | $6,400+36.4% |
| Admin fee / account holder | $117 | $6,944-98.3% | $5,425-97.8% | $11,426-99.0% |