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 7-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 | $228,496 | $97,757+133.7% | $83,848+172.5% | $135,375+68.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.77% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $27,815 | $4,222+558.9% | $3,631+666.1% | $4,779+482.0% |
| Participant deferral / active EE | $17,853 | $4,682+281.3% | $4,082+337.4% | $5,609+218.3% |
| Admin fee / account holder | $6 | $6,674-99.9% | $5,478-99.9% | $10,827-99.9% |