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 | $216,122 | $138,065+56.5% | $123,544+74.9% | $135,375+59.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.34% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,715 | $5,151-66.7% | $4,628-62.9% | $4,779-64.1% |
| Participant deferral / active EE | $3,898 | $6,799-42.7% | $6,426-39.3% | $5,609-30.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |