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 | $221,413 | $138,044+60.4% | $125,339+76.7% | $134,475+64.7% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -15.20% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,713 | $5,243-48.2% | $4,814-43.6% | $4,740-42.7% |
| Participant deferral / active EE | $10,452 | $7,799+34.0% | $7,446+40.4% | $6,400+63.3% |
| Admin fee / account holder | $186 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |