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 | $242,177 | $117,690+105.8% | $71,735+237.6% | $134,475+80.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -14.71% | 25.44%-40.1pp | 9.14%-23.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,268 | $2,525-10.1% | $1,704+33.1% | $4,740-52.1% |
| Participant deferral / active EE | $14,325 | $3,759+281.1% | $2,658+439.0% | $6,400+123.8% |
| Admin fee / account holder | $6 | $6,379-99.9% | $3,974-99.9% | $11,426-100.0% |