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 | $221,541 | $92,703+139.0% | $82,719+167.8% | $134,475+64.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.39% | 944.92%-962.3pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,966 | $3,274-39.9% | $3,009-34.7% | $4,740-58.5% |
| Participant deferral / active EE | $6,925 | $4,802+44.2% | $4,395+57.6% | $6,400+8.2% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |