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 | $153,844 | $95,971+60.3% | $74,550+106.4% | $135,375+13.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.22% | 56.96%-61.2pp | 32.53%-36.8pp | 519.73%-524.0pp |
| Employer contribution / active EE | $975 | $2,716-64.1% | $1,961-50.3% | $4,779-79.6% |
| Participant deferral / active EE | $1,225 | $3,843-68.1% | $3,108-60.6% | $5,609-78.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |