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 | $177,638 | $67,331+163.8% | $60,874+191.8% | $134,475+32.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.29% | 49.93%-62.2pp | 16.90%-29.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $24,781 | $3,096+700.3% | $2,701+817.3% | $4,740+422.9% |
| Participant deferral / active EE | $6,560 | $4,538+44.5% | $3,817+71.9% | $6,400+2.5% |
| Admin fee / account holder | $9 | $4,582-99.8% | $3,224-99.7% | $11,426-99.9% |