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 | $85,432 | $95,971-11.0% | $74,550+14.6% | $135,375-36.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.54% | 56.96%-64.5pp | 32.53%-40.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,808 | $2,716-33.4% | $1,961-7.8% | $4,779-62.2% |
| Participant deferral / active EE | $15,600 | $3,843+305.9% | $3,108+401.9% | $5,609+178.1% |
| Admin fee / account holder | $108 | $6,522-98.3% | $5,060-97.9% | $10,827-99.0% |