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 | $141,262 | $67,331+109.8% | $60,874+132.1% | $134,475+5.0% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -19.16% | 49.93%-69.1pp | 16.90%-36.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $11,730 | $3,096+278.8% | $2,701+334.2% | $4,740+147.5% |
| Participant deferral / active EE | $7,648 | $4,538+68.5% | $3,817+100.4% | $6,400+19.5% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |