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 8-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 | $238,466 | $167,307+42.5% | $143,757+65.9% | $134,475+77.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.40% | 0.46%-13.9pp | -0.04%-13.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $12,155 | $5,619+116.3% | $4,951+145.5% | $4,740+156.5% |
| Participant deferral / active EE | $27,000 | $6,446+318.9% | $5,637+379.0% | $6,400+321.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |