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 | $157,609 | $100,754+56.4% | $86,677+81.8% | $134,475+17.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.52% | 29.04%-47.6pp | 35.91%-54.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,320 | $3,489-33.5% | $2,836-18.2% | $4,740-51.1% |
| Participant deferral / active EE | $6,017 | $5,338+12.7% | $4,656+29.2% | $6,400-6.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |