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 | $165,441 | $95,971+72.4% | $74,550+121.9% | $135,375+22.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.19% | 56.96%-63.2pp | 32.53%-38.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,143 | $2,716+52.5% | $1,961+111.3% | $4,779-13.3% |
| Participant deferral / active EE | $10,013 | $3,843+160.5% | $3,108+222.2% | $5,609+78.5% |
| Admin fee / account holder | $1 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |