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 8-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 | $112,094 | $67,331+66.5% | $60,874+84.1% | $134,475-16.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.75% | 49.93%-67.7pp | 16.90%-34.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $9,303 | $3,096+200.4% | $2,701+244.4% | $4,740+96.3% |
| Participant deferral / active EE | $23,605 | $4,538+420.1% | $3,817+518.5% | $6,400+268.8% |
| Admin fee / account holder | $88 | $4,582-98.1% | $3,224-97.3% | $11,426-99.2% |