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 | $200,547 | $152,509+31.5% | $117,472+70.7% | $134,475+49.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.43% | 52.99%-69.4pp | 29.74%-46.2pp | 417.96%-434.4pp |
| Employer contribution / active EE | $21,246 | $5,571+281.4% | $4,176+408.8% | $4,740+348.3% |
| Participant deferral / active EE | $20,015 | $4,818+315.4% | $4,070+391.7% | $6,400+212.8% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |