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 7-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 | $155,586 | $84,402+84.3% | $61,373+153.5% | $134,475+15.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.78% | 584.55%-604.3pp | 338.61%-358.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,427 | $1,544+251.4% | $1,159+368.1% | $4,740+14.5% |
| Participant deferral / active EE | $9,016 | $2,819+219.8% | $2,125+324.3% | $6,400+40.9% |
| Admin fee / account holder | $62 | $2,585-97.6% | $2,130-97.1% | $11,426-99.5% |