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 | $118,963 | $152,509-22.0% | $117,472+1.3% | $134,475-11.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.47% | 52.99%-66.5pp | 29.74%-43.2pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,585 | $5,571-35.6% | $4,176-14.2% | $4,740-24.4% |
| Participant deferral / active EE | $13,983 | $4,818+190.2% | $4,070+243.6% | $6,400+118.5% |
| Admin fee / account holder | $256 | $7,004-96.3% | $5,645-95.5% | $11,426-97.8% |