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 | $104,345 | $93,024+12.2% | $77,024+35.5% | $134,475-22.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.06% | 62.60%-77.7pp | 42.32%-57.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,400 | $3,418-29.8% | $2,812-14.7% | $4,740-49.4% |
| Participant deferral / active EE | $18,133 | $5,238+246.2% | $4,426+309.7% | $6,400+183.3% |
| Admin fee / account holder | $204 | $6,944-97.1% | $5,425-96.2% | $11,426-98.2% |