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 | $158,962 | $95,862+65.8% | $79,550+99.8% | $134,475+18.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.00% | -2.69%-3.3pp | 0.16%-6.2pp | 417.96%-424.0pp |
| Employer contribution / active EE | $1,656 | $3,128-47.1% | $2,413-31.4% | $4,740-65.1% |
| Participant deferral / active EE | $1,295 | $4,693-72.4% | $3,985-67.5% | $6,400-79.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |