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 | $164,163 | $97,757+67.9% | $83,848+95.8% | $135,375+21.3% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -9.50% | 1287.37%-1296.9pp | 850.88%-860.4pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,416 | $4,222-42.8% | $3,631-33.5% | $4,779-49.5% |
| Participant deferral / active EE | $5,752 | $4,682+22.8% | $4,082+40.9% | $5,609+2.5% |
| Admin fee / account holder | $22 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |