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 | $199,171 | $92,703+114.8% | $82,719+140.8% | $134,475+48.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.46% | 944.92%-963.4pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,762 | $3,274+45.4% | $3,009+58.3% | $4,740+0.5% |
| Participant deferral / active EE | $7,718 | $4,802+60.7% | $4,395+75.6% | $6,400+20.6% |
| Admin fee / account holder | $5 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |