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 | $132,741 | $99,032+34.0% | $80,019+65.9% | $135,375-1.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.48% | 15.39%-22.9pp | 11.22%-18.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $16,402 | $3,043+438.9% | $2,468+564.6% | $4,779+243.2% |
| Participant deferral / active EE | $9,976 | $4,282+133.0% | $3,686+170.7% | $5,609+77.9% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |