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 | $193,319 | $138,044+40.0% | $125,339+54.2% | $134,475+43.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.39% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $10,467 | $5,243+99.6% | $4,814+117.4% | $4,740+120.8% |
| Participant deferral / active EE | $13,504 | $7,799+73.2% | $7,446+81.4% | $6,400+111.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |