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 | $147,399 | $84,402+74.6% | $61,373+140.2% | $134,475+9.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.17% | 584.55%-601.7pp | 338.61%-355.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,958 | $1,544+221.0% | $1,159+327.6% | $4,740+4.6% |
| Participant deferral / active EE | $9,696 | $2,819+243.9% | $2,125+356.3% | $6,400+51.5% |
| Admin fee / account holder | $55 | $2,585-97.9% | $2,130-97.4% | $11,426-99.5% |