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 9-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 | $238,456 | $67,331+254.2% | $60,874+291.7% | $134,475+77.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.72% | 49.93%-60.7pp | 16.90%-27.6pp | 417.96%-428.7pp |
| Employer contribution / active EE | $4,280 | $3,096+38.2% | $2,701+58.4% | $4,740-9.7% |
| Participant deferral / active EE | $18,000 | $4,538+296.6% | $3,817+371.6% | $6,400+181.3% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |