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 9-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 | $128,835 | $92,703+39.0% | $82,719+55.8% | $134,475-4.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.92% | 944.92%-960.8pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,436 | $3,274+4.9% | $3,009+14.2% | $4,740-27.5% |
| Participant deferral / active EE | $17,021 | $4,802+254.5% | $4,395+287.3% | $6,400+166.0% |
| Admin fee / account holder | $5 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |