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 | $248,674 | $138,044+80.1% | $125,339+98.4% | $134,475+84.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.57% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $27,059 | $5,243+416.1% | $4,814+462.1% | $4,740+470.9% |
| Participant deferral / active EE | $12,230 | $7,799+56.8% | $7,446+64.2% | $6,400+91.1% |
| Admin fee / account holder | $124 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |