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 | $118,551 | $152,509-22.3% | $117,472+0.9% | $134,475-11.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.46% | 52.99%-69.5pp | 29.74%-46.2pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,029 | $5,571+8.2% | $4,176+44.4% | $4,740+27.2% |
| Participant deferral / active EE | $15,727 | $4,818+226.4% | $4,070+286.4% | $6,400+145.7% |
| Admin fee / account holder | $7 | $7,004-99.9% | $5,645-99.9% | $11,426-99.9% |