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 | $120,374 | $106,543+13.0% | $91,220+32.0% | $134,475-10.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -6.02% | 160.60%-166.6pp | 114.01%-120.0pp | 417.96%-424.0pp |
| Employer contribution / active EE | $8,109 | $3,331+143.5% | $2,850+184.5% | $4,740+71.1% |
| Participant deferral / active EE | $16,596 | $4,719+251.7% | $4,234+292.0% | $6,400+159.3% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |