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 | $198,081 | $180,449+9.8% | $154,107+28.5% | $135,375+46.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.19% | 888.09%-888.3pp | 735.12%-735.3pp | 519.73%-519.9pp |
| Employer contribution / active EE | $13,841 | $6,035+129.3% | $5,298+161.3% | $4,779+189.6% |
| Participant deferral / active EE | $7,200 | $5,806+24.0% | $5,081+41.7% | $5,609+28.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |