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 | $207,534 | $93,024+123.1% | $77,024+169.4% | $134,475+54.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.75% | 62.60%-81.3pp | 42.32%-61.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $10,639 | $3,418+211.3% | $2,812+278.3% | $4,740+124.5% |
| Participant deferral / active EE | $5,269 | $5,238+0.6% | $4,426+19.0% | $6,400-17.7% |
| Admin fee / account holder | $13 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |