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 | $124,071 | $100,754+23.1% | $86,677+43.1% | $134,475-7.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.29% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $18,710 | $3,489+436.2% | $2,836+559.6% | $4,740+294.7% |
| Participant deferral / active EE | $4,665 | $5,338-12.6% | $4,656+0.2% | $6,400-27.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |