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 | $160,751 | $92,703+73.4% | $82,719+94.3% | $134,475+19.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.18% | 944.92%-959.1pp | 701.18%-715.4pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,435 | $3,274+35.5% | $3,009+47.4% | $4,740-6.4% |
| Participant deferral / active EE | $19,103 | $4,802+297.8% | $4,395+334.6% | $6,400+198.5% |
| Admin fee / account holder | $30 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |