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 | $161,395 | $97,757+65.1% | $83,848+92.5% | $135,375+19.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.64% | 1287.37%-1290.0pp | 850.88%-853.5pp | 519.73%-522.4pp |
| Employer contribution / active EE | $18,203 | $4,222+331.2% | $3,631+401.4% | $4,779+280.9% |
| Participant deferral / active EE | $7,033 | $4,682+50.2% | $4,082+72.3% | $5,609+25.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |