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 | $96,668 | $93,024+3.9% | $77,024+25.5% | $134,475-28.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -6.84% | 62.60%-69.4pp | 42.32%-49.2pp | 417.96%-424.8pp |
| Employer contribution / active EE | $8,457 | $3,418+147.4% | $2,812+200.7% | $4,740+78.4% |
| Participant deferral / active EE | $9,589 | $5,238+83.1% | $4,426+116.6% | $6,400+49.8% |
| Admin fee / account holder | $232 | $6,944-96.7% | $5,425-95.7% | $11,426-98.0% |