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 | $114,679 | $93,024+23.3% | $77,024+48.9% | $134,475-14.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.70% | 62.60%-81.3pp | 42.32%-61.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,212 | $3,418-6.0% | $2,812+14.2% | $4,740-32.2% |
| Participant deferral / active EE | $12,742 | $5,238+143.3% | $4,426+187.9% | $6,400+99.1% |
| Admin fee / account holder | $169 | $6,944-97.6% | $5,425-96.9% | $11,426-98.5% |