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 | $174,737 | $84,695+106.3% | $73,843+136.6% | $125,391+39.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.11% | 3123.53%-3125.6pp | 2267.84%-2270.0pp | 282.22%-284.3pp |
| Employer contribution / active EE | $10,439 | $3,123+234.2% | $2,787+274.5% | $4,866+114.5% |
| Participant deferral / active EE | $10,590 | $3,992+165.2% | $3,583+195.5% | $5,352+97.9% |
| Admin fee / account holder | $39 | $5,691-99.3% | $4,880-99.2% | $9,540-99.6% |