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 8-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 | $61,402 | $95,971-36.0% | $74,550-17.6% | $135,375-54.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.12% | 56.96%-61.1pp | 32.53%-36.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $13,560 | $2,716+399.2% | $1,961+591.5% | $4,779+183.7% |
| Participant deferral / active EE | $5,371 | $3,843+39.8% | $3,108+72.8% | $5,609-4.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |