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 | $236,000 | $147,727+59.8% | $115,756+103.9% | $134,475+75.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -16.95% | 73.96%-90.9pp | 143.14%-160.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,218 | $7,563+74.8% | $6,254+111.4% | $6,400+106.5% |
| Admin fee / account holder | $26 | $14,571-99.8% | $8,124-99.7% | $11,426-99.8% |