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 | $247,054 | $180,449+36.9% | $154,107+60.3% | $135,375+82.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.62% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.4pp |
| Employer contribution / active EE | $33,648 | $6,035+457.6% | $5,298+535.2% | $4,779+604.1% |
| Participant deferral / active EE | $18,082 | $5,806+211.4% | $5,081+255.9% | $5,609+222.4% |
| Admin fee / account holder | $288 | $16,143-98.2% | $13,411-97.9% | $10,827-97.3% |