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 | $131,872 | $95,971+37.4% | $74,550+76.9% | $135,375-2.6% |
| Participation rate | 82.6% | 75.7%+7.0pp | 69.1%+13.5pp | 82.6%0pp |
| Annual return | -6.69% | 56.96%-63.7pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,067 | $2,716-23.9% | $1,961+5.4% | $4,779-56.7% |
| Participant deferral / active EE | $4,486 | $3,843+16.7% | $3,108+44.3% | $5,609-20.0% |
| Admin fee / account holder | $1 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |