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 | $168,095 | $93,024+80.7% | $77,024+118.2% | $134,475+25.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.85% | 62.60%-80.4pp | 42.32%-60.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $18,471 | $3,418+440.4% | $2,812+556.8% | $4,740+289.7% |
| Participant deferral / active EE | $9,001 | $5,238+71.9% | $4,426+103.4% | $6,400+40.7% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |