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 | $160,680 | $97,757+64.4% | $83,848+91.6% | $135,375+18.7% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -7.11% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,595 | $4,222-38.5% | $3,631-28.5% | $4,779-45.7% |
| Participant deferral / active EE | $7,664 | $4,682+63.7% | $4,082+87.8% | $5,609+36.6% |
| Admin fee / account holder | $168 | $6,674-97.5% | $5,478-96.9% | $10,827-98.4% |