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 6-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 | $150,792 | $84,402+78.7% | $61,373+145.7% | $134,475+12.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.10% | 584.55%-603.6pp | 338.61%-357.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $17,994 | $1,544+1065.1% | $1,159+1452.0% | $4,740+279.6% |
| Participant deferral / active EE | $10,525 | $2,819+273.4% | $2,125+395.3% | $6,400+64.5% |
| Admin fee / account holder | $29 | $2,585-98.9% | $2,130-98.6% | $11,426-99.7% |