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 | $194,171 | $138,044+40.7% | $125,339+54.9% | $134,475+44.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.78% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $11,788 | $5,243+124.8% | $4,814+144.9% | $4,740+148.7% |
| Participant deferral / active EE | $11,131 | $7,799+42.7% | $7,446+49.5% | $6,400+73.9% |
| Admin fee / account holder | $164 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |