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 | $234,586 | $138,044+69.9% | $125,339+87.2% | $134,475+74.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.93% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $11,778 | $5,243+124.6% | $4,814+144.7% | $4,740+148.5% |
| Participant deferral / active EE | $7,118 | $7,799-8.7% | $7,446-4.4% | $6,400+11.2% |
| Admin fee / account holder | $13 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |