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 | $183,623 | $180,449+1.8% | $154,107+19.2% | $135,375+35.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.14% | 888.09%-894.2pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $7,117 | $6,035+17.9% | $5,298+34.3% | $4,779+48.9% |
| Participant deferral / active EE | $6,009 | $5,806+3.5% | $5,081+18.3% | $5,609+7.1% |
| Admin fee / account holder | $124 | $16,143-99.2% | $13,411-99.1% | $10,827-98.9% |