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 | $194,473 | $180,449+7.8% | $154,107+26.2% | $135,375+43.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.66% | 888.09%-894.7pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $14,859 | $6,035+146.2% | $5,298+180.5% | $4,779+210.9% |
| Participant deferral / active EE | $11,117 | $5,806+91.5% | $5,081+118.8% | $5,609+98.2% |
| Admin fee / account holder | $271 | $16,143-98.3% | $13,411-98.0% | $10,827-97.5% |