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 6-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 | $182,992 | $105,860+72.9% | $90,749+101.6% | $134,475+36.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.37% | -11.01%-8.4pp | -12.16%-7.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $5,510 | $3,462+59.1% | $2,921+88.6% | $4,740+16.3% |
| Participant deferral / active EE | $8,836 | $5,216+69.4% | $4,564+93.6% | $6,400+38.1% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |