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 4-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 | $233,252 | $133,958+74.1% | $112,228+107.8% | $134,475+73.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,748 | $4,038-31.9% | $3,635-24.4% | $4,740-42.0% |
| Participant deferral / active EE | $10,729 | $5,291+102.8% | $4,728+126.9% | $6,400+67.6% |
| Admin fee / account holder | $192 | $7,489-97.4% | $6,410-97.0% | $11,426-98.3% |