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 | $192,321 | $106,543+80.5% | $91,220+110.8% | $134,475+43.0% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -9.16% | 160.60%-169.8pp | 114.01%-123.2pp | 417.96%-427.1pp |
| Employer contribution / active EE | $3,333 | $3,331+0.1% | $2,850+17.0% | $4,740-29.7% |
| Participant deferral / active EE | $3,600 | $4,719-23.7% | $4,234-15.0% | $6,400-43.7% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |