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 | $189,805 | $180,449+5.2% | $154,107+23.2% | $135,375+40.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.03% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,839 | $6,035-36.4% | $5,298-27.5% | $4,779-19.7% |
| Participant deferral / active EE | $8,064 | $5,806+38.9% | $5,081+58.7% | $5,609+43.8% |
| Admin fee / account holder | $254 | $16,143-98.4% | $13,411-98.1% | $10,827-97.7% |