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 | $121,612 | $90,600+34.2% | $79,464+53.0% | $135,375-10.2% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -7.52% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,488 | $3,068-18.9% | $2,800-11.2% | $4,779-47.9% |
| Participant deferral / active EE | $3,407 | $4,050-15.9% | $3,704-8.0% | $5,609-39.3% |
| Admin fee / account holder | $16 | $5,907-99.7% | $5,113-99.7% | $10,827-99.9% |