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 | $204,492 | $95,193+114.8% | $76,523+167.2% | $135,375+51.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.04% | 4.85%-13.9pp | -0.27%-8.8pp | 519.73%-528.8pp |
| Employer contribution / active EE | $9,026 | $3,302+173.3% | $2,647+241.0% | $4,779+88.9% |
| Participant deferral / active EE | $10,516 | $4,639+126.7% | $3,835+174.2% | $5,609+87.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |