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 | $206,678 | $133,958+54.3% | $112,228+84.2% | $134,475+53.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.22% | 47.11%-61.3pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $11,500 | $4,038+184.8% | $3,635+216.4% | $4,740+142.6% |
| Participant deferral / active EE | $2,773 | $5,291-47.6% | $4,728-41.3% | $6,400-56.7% |
| Admin fee / account holder | $13 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |