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 5-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 | $126,118 | $93,024+35.6% | $77,024+63.7% | $134,475-6.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.10% | 62.60%-81.7pp | 42.32%-61.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $5,011 | $3,418+46.6% | $2,812+78.2% | $4,740+5.7% |
| Participant deferral / active EE | $13,175 | $5,238+151.5% | $4,426+197.6% | $6,400+105.9% |
| Admin fee / account holder | $286 | $6,944-95.9% | $5,425-94.7% | $11,426-97.5% |