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 | $188,604 | $105,860+78.2% | $90,749+107.8% | $134,475+40.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -7.56% | -11.01%+3.4pp | -12.16%+4.6pp | 417.96%-425.5pp |
| Employer contribution / active EE | $2,608 | $3,462-24.7% | $2,921-10.7% | $4,740-45.0% |
| Participant deferral / active EE | $8,353 | $5,216+60.2% | $4,564+83.0% | $6,400+30.5% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |