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 | $191,327 | $138,044+38.6% | $125,339+52.6% | $134,475+42.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.65% | 750.33%-752.0pp | 572.05%-573.7pp | 417.96%-419.6pp |
| Employer contribution / active EE | $12,331 | $5,243+135.2% | $4,814+156.2% | $4,740+160.2% |
| Participant deferral / active EE | $8,567 | $7,799+9.8% | $7,446+15.0% | $6,400+33.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |