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 | $136,936 | $150,440-9.0% | $136,294+0.5% | $147,584-7.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.92% | 1049.08%-1035.2pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,494 | $5,256-71.6% | $4,695-68.2% | $4,876-69.4% |
| Participant deferral / active EE | $5,860 | $6,630-11.6% | $6,247-6.2% | $5,439+7.7% |
| Admin fee / account holder | $78 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |