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 4-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 | $146,078 | $95,862+52.4% | $79,550+83.6% | $134,475+8.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.49% | -2.69%-15.8pp | 0.16%-18.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $16,832 | $3,128+438.1% | $2,413+597.5% | $4,740+255.1% |
| Participant deferral / active EE | $7,455 | $4,693+58.9% | $3,985+87.1% | $6,400+16.5% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |