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 | $215,933 | $138,065+56.4% | $123,544+74.8% | $135,375+59.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.02% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,866 | $5,151-44.4% | $4,628-38.1% | $4,779-40.0% |
| Participant deferral / active EE | $8,674 | $6,799+27.6% | $6,426+35.0% | $5,609+54.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |