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 | $234,738 | $160,055+46.7% | $140,016+67.7% | $135,375+73.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.35% | 911.38%-917.7pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $22,870 | $6,420+256.2% | $5,606+308.0% | $4,779+378.6% |
| Participant deferral / active EE | $7,842 | $7,642+2.6% | $6,927+13.2% | $5,609+39.8% |
| Admin fee / account holder | $14 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |