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 | $211,266 | $138,044+53.0% | $125,339+68.6% | $134,475+57.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.54% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $8,212 | $5,243+56.6% | $4,814+70.6% | $4,740+73.3% |
| Participant deferral / active EE | $9,656 | $7,799+23.8% | $7,446+29.7% | $6,400+50.9% |
| Admin fee / account holder | $6 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |