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 | $208,395 | $160,055+30.2% | $140,016+48.8% | $135,375+53.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.88% | 911.38%-916.3pp | 651.12%-656.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $32,882 | $6,420+412.2% | $5,606+486.6% | $4,779+588.1% |
| Participant deferral / active EE | $25,378 | $7,642+232.1% | $6,927+266.4% | $5,609+352.5% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |