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 | $166,769 | $76,000+119.4% | $154,107+8.2% | $64,186+159.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.52% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,029 | $3,351-39.4% | $5,298-61.7% | $2,381-14.8% |
| Participant deferral / active EE | $3,066 | $3,175-3.4% | $5,081-39.7% | $3,470-11.6% |
| Admin fee / account holder | $7 | $5,596-99.9% | $13,411-99.9% | $4,888-99.9% |