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 | $170,989 | $64,707+164.3% | $112,228+52.4% | $68,494+149.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.20% | -11.40%-0.8pp | 27.45%-39.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $9,677 | $2,746+252.4% | $3,635+166.3% | $2,596+272.7% |
| Participant deferral / active EE | $5,769 | $3,565+61.8% | $4,728+22.0% | $4,027+43.2% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |