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 | $200,617 | $97,757+105.2% | $83,848+139.3% | $135,375+48.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.45% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $7,273 | $4,222+72.3% | $3,631+100.3% | $4,779+52.2% |
| Participant deferral / active EE | $14,790 | $4,682+215.9% | $4,082+262.4% | $5,609+163.7% |
| Admin fee / account holder | $290 | $6,674-95.7% | $5,478-94.7% | $10,827-97.3% |