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 | $76,141 | $67,331+13.1% | $60,874+25.1% | $134,475-43.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.08% | 49.93%-64.0pp | 16.90%-31.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $5,731 | $3,096+85.1% | $2,701+112.1% | $4,740+20.9% |
| Participant deferral / active EE | $3,348 | $4,538-26.2% | $3,817-12.3% | $6,400-47.7% |
| Admin fee / account holder | $297 | $4,582-93.5% | $3,224-90.8% | $11,426-97.4% |