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 | $166,773 | $95,971+73.8% | $74,550+123.7% | $135,375+23.2% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -6.23% | 56.96%-63.2pp | 32.53%-38.8pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,061 | $2,716+12.7% | $1,961+56.1% | $4,779-35.9% |
| Participant deferral / active EE | $10,369 | $3,843+169.8% | $3,108+233.6% | $5,609+84.9% |
| Admin fee / account holder | $2 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |