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 | $136,177 | $95,971+41.9% | $74,550+82.7% | $135,375+0.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.22% | 56.96%-58.2pp | 32.53%-33.8pp | 519.73%-521.0pp |
| Employer contribution / active EE | $2,283 | $2,716-16.0% | $1,961+16.4% | $4,779-52.2% |
| Participant deferral / active EE | $15,000 | $3,843+290.3% | $3,108+382.6% | $5,609+167.4% |
| Admin fee / account holder | $114 | $6,522-98.3% | $5,060-97.8% | $10,827-99.0% |