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 | $165,062 | $106,543+54.9% | $91,220+80.9% | $134,475+22.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.75% | 160.60%-175.3pp | 114.01%-128.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,769 | $3,331-16.9% | $2,850-2.9% | $4,740-41.6% |
| Participant deferral / active EE | $13,447 | $4,719+185.0% | $4,234+217.6% | $6,400+110.1% |
| Admin fee / account holder | $270 | $6,231-95.7% | $5,420-95.0% | $11,426-97.6% |