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 | $149,540 | $138,065+8.3% | $123,544+21.0% | $135,375+10.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.35% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,895 | $5,151-5.0% | $4,628+5.8% | $4,779+2.4% |
| Participant deferral / active EE | $3,754 | $6,799-44.8% | $6,426-41.6% | $5,609-33.1% |
| Admin fee / account holder | $43 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |