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 | $180,128 | $138,065+30.5% | $123,544+45.8% | $135,375+33.1% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -0.99% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.7pp |
| Employer contribution / active EE | $12,198 | $5,151+136.8% | $4,628+163.6% | $4,779+155.3% |
| Participant deferral / active EE | $8,490 | $6,799+24.9% | $6,426+32.1% | $5,609+51.4% |
| Admin fee / account holder | $7 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |