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 | $181,777 | $138,044+31.7% | $125,339+45.0% | $134,475+35.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.34% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,411 | $5,243-54.0% | $4,814-49.9% | $4,740-49.1% |
| Participant deferral / active EE | $12,239 | $7,799+56.9% | $7,446+64.4% | $6,400+91.2% |
| Admin fee / account holder | $136 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |