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 7-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 | $149,908 | $105,860+41.6% | $90,749+65.2% | $134,475+11.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -0.34% | -11.01%+10.7pp | -12.16%+11.8pp | 417.96%-418.3pp |
| Employer contribution / active EE | $22,111 | $3,462+538.6% | $2,921+657.0% | $4,740+366.5% |
| Participant deferral / active EE | $16,625 | $5,216+218.8% | $4,564+264.3% | $6,400+159.8% |
| Admin fee / account holder | $6 | $13,938-100.0% | $8,445-99.9% | $11,426-99.9% |