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 | $234,890 | $160,055+46.8% | $140,016+67.8% | $135,375+73.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.76% | 911.38%-913.1pp | 651.12%-652.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $6,400 | $6,420-0.3% | $5,606+14.2% | $4,779+33.9% |
| Participant deferral / active EE | $10,845 | $7,642+41.9% | $6,927+56.6% | $5,609+93.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |