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 | $237,817 | $87,540+171.7% | $75,781+213.8% | $125,391+89.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.21% | 13.48%-16.7pp | 9.68%-12.9pp | 282.22%-285.4pp |
| Employer contribution / active EE | $15,800 | $3,930+302.0% | $3,323+375.4% | $4,866+224.7% |
| Participant deferral / active EE | $23,000 | $4,229+443.9% | $3,651+529.9% | $5,352+329.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |