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 | $240,755 | $160,055+50.4% | $140,016+71.9% | $135,375+77.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.59% | 911.38%-917.0pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $13,525 | $6,420+110.7% | $5,606+141.3% | $4,779+183.0% |
| Participant deferral / active EE | $8,167 | $7,642+6.9% | $6,927+17.9% | $5,609+45.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |