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 | $156,790 | $138,065+13.6% | $123,544+26.9% | $135,375+15.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.24% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $6,592 | $5,151+28.0% | $4,628+42.5% | $4,779+37.9% |
| Participant deferral / active EE | $5,483 | $6,799-19.4% | $6,426-14.7% | $5,609-2.2% |
| Admin fee / account holder | $105 | $10,916-99.0% | $9,284-98.9% | $10,827-99.0% |