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 5-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 | $244,928 | $92,703+164.2% | $82,719+196.1% | $134,475+82.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.38% | 944.92%-949.3pp | 701.18%-705.6pp | 417.96%-422.3pp |
| Employer contribution / active EE | $3,282 | $3,274+0.2% | $3,009+9.1% | $4,740-30.8% |
| Participant deferral / active EE | $23,828 | $4,802+396.2% | $4,395+442.2% | $6,400+272.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |