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 | $113,907 | $97,757+16.5% | $83,848+35.8% | $135,375-15.9% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -5.84% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $6,963 | $4,222+64.9% | $3,631+91.8% | $4,779+45.7% |
| Participant deferral / active EE | $5,640 | $4,682+20.5% | $4,082+38.2% | $5,609+0.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |