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 | $208,160 | $99,640+108.9% | $86,436+140.8% | $134,475+54.8% |
| Participation rate | 94.4% | 82.0%+12.4pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -19.16% | 6782.58%-6801.7pp | 4394.89%-4414.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $31,727 | $4,400+621.0% | $3,769+741.9% | $4,740+569.4% |
| Participant deferral / active EE | $7,473 | $7,246+3.1% | $6,952+7.5% | $6,400+16.8% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |