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 | $222,841 | $92,703+140.4% | $82,719+169.4% | $134,475+65.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.11% | 944.92%-959.0pp | 701.18%-715.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $7,844 | $3,274+139.6% | $3,009+160.7% | $4,740+65.5% |
| Participant deferral / active EE | $13,667 | $4,802+184.6% | $4,395+211.0% | $6,400+113.6% |
| Admin fee / account holder | $83 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |