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 | $166,395 | $105,860+57.2% | $90,749+83.4% | $134,475+23.7% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | -19.97% | -11.01%-9.0pp | -12.16%-7.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,785 | $3,462-19.6% | $2,921-4.7% | $4,740-41.2% |
| Participant deferral / active EE | $7,323 | $5,216+40.4% | $4,564+60.5% | $6,400+14.4% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |