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 | $247,476 | $95,971+157.9% | $74,550+232.0% | $135,375+82.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.29% | 56.96%-59.3pp | 32.53%-34.8pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,340 | $2,716-13.8% | $1,961+19.3% | $4,779-51.0% |
| Participant deferral / active EE | $3,900 | $3,843+1.5% | $3,108+25.5% | $5,609-30.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |