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 | $247,512 | $92,703+167.0% | $82,719+199.2% | $134,475+84.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.96% | 944.92%-955.9pp | 701.18%-712.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $24,000 | $3,274+633.1% | $3,009+697.6% | $4,740+406.4% |
| Participant deferral / active EE | $13,500 | $4,802+181.1% | $4,395+207.2% | $6,400+110.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |