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 | $228,971 | $138,044+65.9% | $125,339+82.7% | $134,475+70.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.20% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,620 | $5,243-69.1% | $4,814-66.3% | $4,740-65.8% |
| Participant deferral / active EE | $2,835 | $7,799-63.6% | $7,446-61.9% | $6,400-55.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |