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 | $86,901 | $95,971-9.5% | $74,550+16.6% | $135,375-35.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.73% | 56.96%-63.7pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,508 | $2,716-44.5% | $1,961-23.1% | $4,779-68.4% |
| Participant deferral / active EE | $3,049 | $3,843-20.7% | $3,108-1.9% | $5,609-45.6% |
| Admin fee / account holder | $154 | $6,522-97.6% | $5,060-97.0% | $10,827-98.6% |