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 | $238,257 | $67,331+253.9% | $60,874+291.4% | $134,475+77.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -0.85% | 49.93%-50.8pp | 16.90%-17.7pp | 417.96%-418.8pp |
| Employer contribution / active EE | $1,041 | $3,096-66.4% | $2,701-61.5% | $4,740-78.0% |
| Participant deferral / active EE | $9,341 | $4,538+105.8% | $3,817+144.7% | $6,400+46.0% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |