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 | $170,893 | $105,860+61.4% | $90,749+88.3% | $134,475+27.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.39% | -11.01%-7.4pp | -12.16%-6.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $19,510 | $3,462+463.5% | $2,921+567.9% | $4,740+311.6% |
| Participant deferral / active EE | $20,391 | $5,216+291.0% | $4,564+346.8% | $6,400+218.6% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |