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 | $234,433 | $84,695+176.8% | $73,843+217.5% | $125,391+87.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.45% | 3123.53%-3124.0pp | 2267.84%-2268.3pp | 282.22%-282.7pp |
| Employer contribution / active EE | $18,141 | $3,123+480.8% | $2,787+550.8% | $4,866+272.8% |
| Participant deferral / active EE | $2,625 | $3,992-34.3% | $3,583-26.7% | $5,352-50.9% |
| Admin fee / account holder | $35 | $5,691-99.4% | $4,880-99.3% | $9,540-99.6% |