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 | $160,207 | $92,703+72.8% | $82,719+93.7% | $134,475+19.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -16.68% | 944.92%-961.6pp | 701.18%-717.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,410 | $3,274-26.4% | $3,009-19.9% | $4,740-49.2% |
| Participant deferral / active EE | $7,374 | $4,802+53.6% | $4,395+67.8% | $6,400+15.2% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |