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 9-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 | $231,279 | $104,106+122.2% | $71,086+225.3% | $135,375+70.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -10.32% | 1256.30%-1266.6pp | 650.59%-660.9pp | 519.73%-530.1pp |
| Employer contribution / active EE | $418 | $1,485-71.9% | $1,088-61.6% | $4,779-91.3% |
| Participant deferral / active EE | $393 | $2,527-84.5% | $1,874-79.1% | $5,609-93.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |