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 7-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 | $195,865 | $95,862+104.3% | $79,550+146.2% | $134,475+45.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -7.78% | -2.69%-5.1pp | 0.16%-7.9pp | 417.96%-425.7pp |
| Employer contribution / active EE | $1,565 | $3,128-50.0% | $2,413-35.1% | $4,740-67.0% |
| Participant deferral / active EE | $9,560 | $4,693+103.7% | $3,985+139.9% | $6,400+49.4% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |