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 | $184,479 | $138,044+33.6% | $125,339+47.2% | $134,475+37.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.25% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,053 | $5,243-41.8% | $4,814-36.6% | $4,740-35.6% |
| Participant deferral / active EE | $6,531 | $7,799-16.3% | $7,446-12.3% | $6,400+2.0% |
| Admin fee / account holder | $75 | $11,571-99.4% | $10,010-99.2% | $11,426-99.3% |