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 | $85,596 | $117,690-27.3% | $71,735+19.3% | $134,475-36.3% |
| Participation rate | 80.0% | 68.8%+11.2pp | 62.3%+17.7pp | 81.2%-1.2pp |
| Annual return | -17.53% | 25.44%-43.0pp | 9.14%-26.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,725 | $2,525+8.0% | $1,704+60.0% | $4,740-42.5% |
| Participant deferral / active EE | $12,879 | $3,759+242.6% | $2,658+384.6% | $6,400+101.2% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |