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 6-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 | $179,726 | $93,024+93.2% | $77,024+133.3% | $134,475+33.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.13% | 62.60%-74.7pp | 42.32%-54.4pp | 417.96%-430.1pp |
| Employer contribution / active EE | $14,680 | $3,418+329.5% | $2,812+422.0% | $4,740+209.7% |
| Participant deferral / active EE | $5,578 | $5,238+6.5% | $4,426+26.0% | $6,400-12.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |