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 | $190,469 | $95,971+98.5% | $74,550+155.5% | $135,375+40.7% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -5.04% | 56.96%-62.0pp | 32.53%-37.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,284 | $2,716-15.9% | $1,961+16.5% | $4,779-52.2% |
| Participant deferral / active EE | $6,507 | $3,843+69.3% | $3,108+109.4% | $5,609+16.0% |
| Admin fee / account holder | $232 | $6,522-96.4% | $5,060-95.4% | $10,827-97.9% |