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 9-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 | $177,426 | $92,703+91.4% | $82,719+114.5% | $134,475+31.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.78% | 944.92%-958.7pp | 701.18%-715.0pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,762 | $3,274-15.6% | $3,009-8.2% | $4,740-41.7% |
| Participant deferral / active EE | $11,254 | $4,802+134.4% | $4,395+156.1% | $6,400+75.8% |
| Admin fee / account holder | $89 | $5,983-98.5% | $5,329-98.3% | $11,426-99.2% |