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 | $153,687 | $95,193+61.4% | $76,523+100.8% | $135,375+13.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.82% | 4.85%-11.7pp | -0.27%-6.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $13,703 | $3,302+314.9% | $2,647+417.7% | $4,779+186.8% |
| Participant deferral / active EE | $12,457 | $4,639+168.5% | $3,835+224.8% | $5,609+122.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |