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 | $169,703 | $67,331+152.0% | $60,874+178.8% | $134,475+26.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.99% | 49.93%-67.9pp | 16.90%-34.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $10,266 | $3,096+231.5% | $2,701+280.0% | $4,740+116.6% |
| Participant deferral / active EE | $12,783 | $4,538+181.7% | $3,817+234.9% | $6,400+99.7% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |