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 | $191,079 | $138,044+38.4% | $125,339+52.5% | $134,475+42.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.28% | 750.33%-756.6pp | 572.05%-578.3pp | 417.96%-424.2pp |
| Employer contribution / active EE | $7,858 | $5,243+49.9% | $4,814+63.2% | $4,740+65.8% |
| Participant deferral / active EE | $16,752 | $7,799+114.8% | $7,446+125.0% | $6,400+161.8% |
| Admin fee / account holder | $5 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |