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 | $147,195 | $100,754+46.1% | $86,677+69.8% | $134,475+9.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.99% | 29.04%-49.0pp | 35.91%-55.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $15,355 | $3,489+340.1% | $2,836+441.4% | $4,740+224.0% |
| Participant deferral / active EE | $8,819 | $5,338+65.2% | $4,656+89.4% | $6,400+37.8% |
| Admin fee / account holder | $79 | $10,926-99.3% | $7,493-98.9% | $11,426-99.3% |