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 | $185,906 | $95,971+93.7% | $74,550+149.4% | $135,375+37.3% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.97% | 56.96%-65.9pp | 32.53%-41.5pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,038 | $2,716-61.8% | $1,961-47.1% | $4,779-78.3% |
| Participant deferral / active EE | $10,104 | $3,843+162.9% | $3,108+225.1% | $5,609+80.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |