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 | $232,966 | $67,331+246.0% | $60,874+282.7% | $134,475+73.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.21% | 49.93%-63.1pp | 16.90%-30.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $4,557 | $3,096+47.2% | $2,701+68.7% | $4,740-3.9% |
| Participant deferral / active EE | $5,066 | $4,538+11.6% | $3,817+32.7% | $6,400-20.8% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |