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 | $146,997 | $81,900+79.5% | $119,609+22.9% | $68,494+114.6% |
| Participation rate | 96.6% | 71.9%+24.7pp | 79.3%+17.3pp | 67.9%+28.7pp |
| Annual return | -13.57% | -23.82%+10.2pp | -14.97%+1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,465 | $2,693+28.7% | $4,232-18.1% | $2,596+33.5% |
| Participant deferral / active EE | $11,149 | $4,148+168.8% | $5,602+99.0% | $4,027+176.8% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |