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 | $174,501 | $97,757+78.5% | $83,848+108.1% | $135,375+28.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.52% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $11,000 | $4,222+160.6% | $3,631+203.0% | $4,779+130.2% |
| Participant deferral / active EE | $6,733 | $4,682+43.8% | $4,082+64.9% | $5,609+20.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |