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 | $171,136 | $152,509+12.2% | $117,472+45.7% | $134,475+27.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.11% | 52.99%-67.1pp | 29.74%-43.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,668 | $5,571-52.1% | $4,176-36.1% | $4,740-43.7% |
| Participant deferral / active EE | $7,716 | $4,818+60.2% | $4,070+89.6% | $6,400+20.6% |
| Admin fee / account holder | $29 | $7,004-99.6% | $5,645-99.5% | $11,426-99.7% |