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 | $202,673 | $142,344+42.4% | $119,609+69.4% | $134,475+50.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 3.81% | -12.44%+16.2pp | -14.97%+18.8pp | 417.96%-414.2pp |
| Employer contribution / active EE | $2,780 | $5,222-46.8% | $4,232-34.3% | $4,740-41.3% |
| Participant deferral / active EE | $15,833 | $6,469+144.7% | $5,602+182.6% | $6,400+147.4% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |