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 | $237,450 | $190,805+24.4% | $159,960+48.4% | $134,475+76.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.30% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $11,017 | $4,995+120.5% | $4,226+160.7% | $4,740+132.4% |
| Participant deferral / active EE | $7,293 | $6,923+5.3% | $6,182+18.0% | $6,400+14.0% |
| Admin fee / account holder | $7 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |