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 | $141,383 | $95,971+47.3% | $74,550+89.6% | $135,375+4.4% |
| Participation rate | 78.6% | 75.7%+2.9pp | 69.1%+9.4pp | 82.6%-4.1pp |
| Annual return | -4.91% | 56.96%-61.9pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,640 | $2,716-39.6% | $1,961-16.4% | $4,779-65.7% |
| Participant deferral / active EE | $5,046 | $3,843+31.3% | $3,108+62.4% | $5,609-10.0% |
| Admin fee / account holder | $27 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |