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 | $130,901 | $95,971+36.4% | $74,550+75.6% | $135,375-3.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.75% | 56.96%-59.7pp | 32.53%-35.3pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,496 | $2,716-44.9% | $1,961-23.7% | $4,779-68.7% |
| Participant deferral / active EE | $8,427 | $3,843+119.2% | $3,108+171.1% | $5,609+50.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |