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 | $194,879 | $138,044+41.2% | $125,339+55.5% | $134,475+44.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.85% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $16,450 | $5,243+213.7% | $4,814+241.7% | $4,740+247.1% |
| Participant deferral / active EE | $8,445 | $7,799+8.3% | $7,446+13.4% | $6,400+32.0% |
| Admin fee / account holder | $82 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |