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 | $151,147 | $92,703+63.0% | $82,719+82.7% | $134,475+12.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.15% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,734 | $3,274-16.5% | $3,009-9.2% | $4,740-42.3% |
| Participant deferral / active EE | $19,507 | $4,802+306.2% | $4,395+343.8% | $6,400+204.8% |
| Admin fee / account holder | $244 | $5,983-95.9% | $5,329-95.4% | $11,426-97.9% |