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 6-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 | $245,467 | $190,805+28.6% | $159,960+53.5% | $134,475+82.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.40% | 552.23%-571.6pp | 408.60%-428.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $15,793 | $4,995+216.2% | $4,226+273.7% | $4,740+233.2% |
| Participant deferral / active EE | $13,120 | $6,923+89.5% | $6,182+112.2% | $6,400+105.0% |
| Admin fee / account holder | $137 | $10,471-98.7% | $8,698-98.4% | $11,426-98.8% |