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 | $159,632 | $93,024+71.6% | $77,024+107.3% | $134,475+18.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.18% | 62.60%-77.8pp | 42.32%-57.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,460 | $3,418-57.3% | $2,812-48.1% | $4,740-69.2% |
| Participant deferral / active EE | $2,190 | $5,238-58.2% | $4,426-50.5% | $6,400-65.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |