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 | $225,960 | $105,860+113.5% | $90,749+149.0% | $134,475+68.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.68% | -11.01%-6.7pp | -12.16%-5.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,902 | $3,462+41.6% | $2,921+67.8% | $4,740+3.4% |
| Participant deferral / active EE | $9,861 | $5,216+89.1% | $4,564+116.1% | $6,400+54.1% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |