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 | $31,014 | $95,971-67.7% | $74,550-58.4% | $135,375-77.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.91% | 56.96%-64.9pp | 32.53%-40.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $4,796 | $2,716+76.6% | $1,961+144.6% | $4,779+0.4% |
| Participant deferral / active EE | $9,000 | $3,843+134.2% | $3,108+189.6% | $5,609+60.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |