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 | $208,967 | $138,044+51.4% | $125,339+66.7% | $134,475+55.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.60% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $13,043 | $5,243+148.8% | $4,814+171.0% | $4,740+175.2% |
| Participant deferral / active EE | $7,874 | $7,799+1.0% | $7,446+5.7% | $6,400+23.0% |
| Admin fee / account holder | $36 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |