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 | $204,553 | $92,703+120.7% | $82,719+147.3% | $134,475+52.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.29% | 944.92%-960.2pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,800 | $3,274+46.6% | $3,009+59.5% | $4,740+1.3% |
| Participant deferral / active EE | $24,000 | $4,802+399.8% | $4,395+446.1% | $6,400+275.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |