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 7-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 | $162,591 | $93,024+74.8% | $77,024+111.1% | $134,475+20.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.95% | 62.60%-79.5pp | 42.32%-59.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,167 | $3,418-36.6% | $2,812-22.9% | $4,740-54.3% |
| Participant deferral / active EE | $18,875 | $5,238+260.4% | $4,426+326.4% | $6,400+194.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |