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 | $166,714 | $67,331+147.6% | $60,874+173.9% | $134,475+24.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -6.99% | 49.93%-56.9pp | 16.90%-23.9pp | 417.96%-425.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $15,037 | $4,538+231.3% | $3,817+294.0% | $6,400+135.0% |
| Admin fee / account holder | $4 | $4,582-99.9% | $3,224-99.9% | $11,426-100.0% |