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 | $170,435 | $90,600+88.1% | $79,464+114.5% | $135,375+25.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.83% | 977.43%-986.3pp | 718.14%-727.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $4,790 | $3,068+56.1% | $2,800+71.0% | $4,779+0.2% |
| Participant deferral / active EE | $22,507 | $4,050+455.7% | $3,704+507.7% | $5,609+301.3% |
| Admin fee / account holder | $231 | $5,907-96.1% | $5,113-95.5% | $10,827-97.9% |