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 | $164,030 | $93,024+76.3% | $77,024+113.0% | $134,475+22.0% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -17.95% | 62.60%-80.5pp | 42.32%-60.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $11,310 | $3,418+230.9% | $2,812+302.2% | $4,740+138.6% |
| Participant deferral / active EE | $11,125 | $5,238+112.4% | $4,426+151.3% | $6,400+73.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |