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 | $151,170 | $138,044+9.5% | $125,339+20.6% | $134,475+12.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.12% | 750.33%-764.4pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,186 | $5,243-58.3% | $4,814-54.6% | $4,740-53.9% |
| Participant deferral / active EE | $5,218 | $7,799-33.1% | $7,446-29.9% | $6,400-18.5% |
| Admin fee / account holder | $189 | $11,571-98.4% | $10,010-98.1% | $11,426-98.3% |