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 | $248,548 | $138,044+80.0% | $125,339+98.3% | $134,475+84.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.04% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $13,814 | $5,243+163.5% | $4,814+187.0% | $4,740+191.4% |
| Participant deferral / active EE | $12,430 | $7,799+59.4% | $7,446+66.9% | $6,400+94.2% |
| Admin fee / account holder | $219 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |