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 | $189,842 | $158,817+19.5% | $121,196+56.6% | $135,375+40.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -8.38% | -0.64%-7.7pp | 16.93%-25.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,874 | $5,665-49.3% | $4,022-28.5% | $4,779-39.9% |
| Participant deferral / active EE | $5,058 | $4,005+26.3% | $3,344+51.2% | $5,609-9.8% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |