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 | $166,629 | $97,044+71.7% | $83,333+100.0% | $135,375+23.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.97% | 12.31%-21.3pp | 10.63%-19.6pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,441 | $4,143-65.2% | $3,379-57.4% | $4,779-69.9% |
| Participant deferral / active EE | $6,718 | $5,964+12.6% | $5,565+20.7% | $5,609+19.8% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |