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 | $240,353 | $106,543+125.6% | $91,220+163.5% | $134,475+78.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.76% | 160.60%-178.4pp | 114.01%-131.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $11,493 | $3,331+245.1% | $2,850+303.3% | $4,740+142.5% |
| Participant deferral / active EE | $6,890 | $4,719+46.0% | $4,234+62.7% | $6,400+7.7% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |