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 | $138,736 | $92,703+49.7% | $82,719+67.7% | $134,475+3.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.19% | 944.92%-962.1pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,462 | $3,274-24.8% | $3,009-18.2% | $4,740-48.1% |
| Participant deferral / active EE | $1,473 | $4,802-69.3% | $4,395-66.5% | $6,400-77.0% |
| Admin fee / account holder | $18 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |