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 | $238,637 | $64,707+268.8% | $112,228+112.6% | $68,494+248.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.12% | -11.40%-7.7pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $14,108 | $2,746+413.8% | $3,635+288.2% | $2,596+443.4% |
| Participant deferral / active EE | $9,424 | $3,565+164.4% | $4,728+99.3% | $4,027+134.0% |
| Admin fee / account holder | $8 | $5,232-99.8% | $6,410-99.9% | $5,403-99.8% |