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 | $137,130 | $92,703+47.9% | $82,719+65.8% | $134,475+2.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.79% | 944.92%-956.7pp | 701.18%-713.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $4,272 | $3,274+30.5% | $3,009+42.0% | $4,740-9.9% |
| Participant deferral / active EE | $2,990 | $4,802-37.7% | $4,395-32.0% | $6,400-53.3% |
| Admin fee / account holder | $46 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |