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 | $177,207 | $138,065+28.4% | $123,544+43.4% | $135,375+30.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.51% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,840 | $5,151-25.5% | $4,628-17.0% | $4,779-19.6% |
| Participant deferral / active EE | $22,000 | $6,799+223.6% | $6,426+242.4% | $5,609+292.2% |
| Admin fee / account holder | $48 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |