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 5-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 | $148,487 | $95,193+56.0% | $76,523+94.0% | $135,375+9.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.09% | 4.85%-13.9pp | -0.27%-8.8pp | 519.73%-528.8pp |
| Employer contribution / active EE | $16,500 | $3,302+399.6% | $2,647+523.3% | $4,779+245.3% |
| Participant deferral / active EE | $24,500 | $4,639+428.1% | $3,835+538.8% | $5,609+336.8% |
| Admin fee / account holder | $140 | $6,249-97.8% | $4,848-97.1% | $10,827-98.7% |