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 8-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 | $192,900 | $129,942+48.5% | $104,294+85.0% | $134,475+43.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.72% | 42.03%-56.8pp | 24.61%-39.3pp | 417.96%-432.7pp |
| Employer contribution / active EE | $18,792 | $4,184+349.1% | $3,372+457.3% | $4,740+296.5% |
| Participant deferral / active EE | $17,833 | $5,588+219.1% | $4,625+285.6% | $6,400+178.7% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |