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 | $160,190 | $93,024+72.2% | $77,024+108.0% | $134,475+19.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.97% | 62.60%-75.6pp | 42.32%-55.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,271 | $3,418-62.8% | $2,812-54.8% | $4,740-73.2% |
| Participant deferral / active EE | $3,239 | $5,238-38.2% | $4,426-26.8% | $6,400-49.4% |
| Admin fee / account holder | $39 | $6,944-99.4% | $5,425-99.3% | $11,426-99.7% |