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 | $163,972 | $180,449-9.1% | $154,107+6.4% | $135,375+21.1% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -6.23% | 888.09%-894.3pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,127 | $6,035-64.7% | $5,298-59.8% | $4,779-55.5% |
| Participant deferral / active EE | $4,178 | $5,806-28.0% | $5,081-17.8% | $5,609-25.5% |
| Admin fee / account holder | $32 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |