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 8-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 | $146,842 | $106,543+37.8% | $91,220+61.0% | $134,475+9.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.41% | 160.60%-177.0pp | 114.01%-130.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,850 | $3,331-44.4% | $2,850-35.1% | $4,740-61.0% |
| Participant deferral / active EE | $14,690 | $4,719+211.3% | $4,234+247.0% | $6,400+129.5% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |