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 | $212,227 | $99,640+113.0% | $86,436+145.5% | $134,475+57.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.91% | 6782.58%-6796.5pp | 4394.89%-4408.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $13,460 | $4,400+205.9% | $3,769+257.2% | $4,740+184.0% |
| Participant deferral / active EE | $10,771 | $7,246+48.6% | $6,952+54.9% | $6,400+68.3% |
| Admin fee / account holder | $164 | $8,371-98.0% | $6,731-97.6% | $11,426-98.6% |