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 | $166,516 | $97,757+70.3% | $83,848+98.6% | $135,375+23.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.63% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $20,337 | $4,222+381.7% | $3,631+460.1% | $4,779+325.6% |
| Participant deferral / active EE | $12,817 | $4,682+173.7% | $4,082+214.0% | $5,609+128.5% |
| Admin fee / account holder | $3 | $6,674-100.0% | $5,478-99.9% | $10,827-100.0% |