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 | $151,449 | $92,703+63.4% | $82,719+83.1% | $134,475+12.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.33% | 944.92%-960.3pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $15,007 | $3,274+358.4% | $3,009+398.7% | $4,740+216.6% |
| Participant deferral / active EE | $11,142 | $4,802+132.0% | $4,395+153.5% | $6,400+74.1% |
| Admin fee / account holder | $64 | $5,983-98.9% | $5,329-98.8% | $11,426-99.4% |