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 | $59,273 | $95,971-38.2% | $74,550-20.5% | $135,375-56.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.75% | 56.96%-65.7pp | 32.53%-41.3pp | 519.73%-528.5pp |
| Employer contribution / active EE | $4,832 | $2,716+77.9% | $1,961+146.4% | $4,779+1.1% |
| Participant deferral / active EE | $5,016 | $3,843+30.5% | $3,108+61.4% | $5,609-10.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |