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 | $196,362 | $180,449+8.8% | $154,107+27.4% | $135,375+45.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.43% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.2pp |
| Employer contribution / active EE | $11,624 | $6,035+92.6% | $5,298+119.4% | $4,779+143.2% |
| Participant deferral / active EE | $6,317 | $5,806+8.8% | $5,081+24.3% | $5,609+12.6% |
| Admin fee / account holder | $3 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |