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 | $153,237 | $160,055-4.3% | $140,016+9.4% | $135,375+13.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.00% | 911.38%-920.4pp | 651.12%-660.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $4,176 | $6,420-35.0% | $5,606-25.5% | $4,779-12.6% |
| Participant deferral / active EE | $5,950 | $7,642-22.1% | $6,927-14.1% | $5,609+6.1% |
| Admin fee / account holder | $57 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |