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 | $111,845 | $190,805-41.4% | $159,960-30.1% | $134,475-16.8% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -16.93% | 552.23%-569.2pp | 408.60%-425.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,991 | $4,995-60.1% | $4,226-52.9% | $4,740-58.0% |
| Participant deferral / active EE | $9,371 | $6,923+35.4% | $6,182+51.6% | $6,400+46.4% |
| Admin fee / account holder | $6 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |