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 | $159,104 | $133,958+18.8% | $112,228+41.8% | $134,475+18.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.73% | 47.11%-54.8pp | 27.45%-35.2pp | 417.96%-425.7pp |
| Employer contribution / active EE | $2,881 | $4,038-28.7% | $3,635-20.7% | $4,740-39.2% |
| Participant deferral / active EE | $11,110 | $5,291+110.0% | $4,728+135.0% | $6,400+73.6% |
| Admin fee / account holder | $12 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |