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 | $128,969 | $95,971+34.4% | $74,550+73.0% | $135,375-4.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.90% | 56.96%-61.9pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,385 | $2,716-12.2% | $1,961+21.6% | $4,779-50.1% |
| Participant deferral / active EE | $8,225 | $3,843+114.0% | $3,108+164.6% | $5,609+46.6% |
| Admin fee / account holder | $2 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |