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 | $118,258 | $93,024+27.1% | $77,024+53.5% | $134,475-12.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.17% | 62.60%-81.8pp | 42.32%-61.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $6,169 | $3,418+80.5% | $2,812+119.4% | $4,740+30.2% |
| Participant deferral / active EE | $10,605 | $5,238+102.5% | $4,426+139.6% | $6,400+65.7% |
| Admin fee / account holder | $248 | $6,944-96.4% | $5,425-95.4% | $11,426-97.8% |