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 | $106,766 | $95,971+11.2% | $74,550+43.2% | $135,375-21.1% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -6.36% | 56.96%-63.3pp | 32.53%-38.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,220 | $2,716-18.3% | $1,961+13.2% | $4,779-53.5% |
| Participant deferral / active EE | $2,630 | $3,843-31.6% | $3,108-15.4% | $5,609-53.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |