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 | $179,535 | $99,640+80.2% | $86,436+107.7% | $134,475+33.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.49% | 6782.58%-6797.1pp | 4394.89%-4409.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $10,714 | $4,400+143.5% | $3,769+184.3% | $4,740+126.1% |
| Participant deferral / active EE | $11,808 | $7,246+63.0% | $6,952+69.9% | $6,400+84.5% |
| Admin fee / account holder | $100 | $8,371-98.8% | $6,731-98.5% | $11,426-99.1% |