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 | $188,985 | $180,449+4.7% | $154,107+22.6% | $135,375+39.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.80% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,270 | $6,035-45.8% | $5,298-38.3% | $4,779-31.6% |
| Participant deferral / active EE | $3,669 | $5,806-36.8% | $5,081-27.8% | $5,609-34.6% |
| Admin fee / account holder | $61 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |