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 | $200,652 | $99,032+102.6% | $80,019+150.8% | $135,375+48.2% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -8.53% | 15.39%-23.9pp | 11.22%-19.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,873 | $3,043-38.5% | $2,468-24.1% | $4,779-60.8% |
| Participant deferral / active EE | $3,096 | $4,282-27.7% | $3,686-16.0% | $5,609-44.8% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |