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 | $138,853 | $92,703+49.8% | $82,719+67.9% | $134,475+3.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -11.90% | 944.92%-956.8pp | 701.18%-713.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $7,625 | $3,274+132.9% | $3,009+153.4% | $4,740+60.9% |
| Participant deferral / active EE | $8,325 | $4,802+73.4% | $4,395+89.4% | $6,400+30.1% |
| Admin fee / account holder | $6 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |