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 | $237,882 | $138,044+72.3% | $125,339+89.8% | $134,475+76.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.24% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,319 | $5,243-36.7% | $4,814-31.1% | $4,740-30.0% |
| Participant deferral / active EE | $12,896 | $7,799+65.4% | $7,446+73.2% | $6,400+101.5% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |