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 5-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 | $176,401 | $133,958+31.7% | $112,228+57.2% | $134,475+31.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.11% | 47.11%-54.2pp | 27.45%-34.6pp | 417.96%-425.1pp |
| Employer contribution / active EE | $1,287 | $4,038-68.1% | $3,635-64.6% | $4,740-72.9% |
| Participant deferral / active EE | $1,800 | $5,291-66.0% | $4,728-61.9% | $6,400-71.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |