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 | $226,255 | $138,065+63.9% | $123,544+83.1% | $135,375+67.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.56% | 153.68%-161.2pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $20,207 | $5,151+292.3% | $4,628+336.6% | $4,779+322.8% |
| Participant deferral / active EE | $12,550 | $6,799+84.6% | $6,426+95.3% | $5,609+123.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |