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 | $173,728 | $160,055+8.5% | $140,016+24.1% | $135,375+28.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.91% | 911.38%-915.3pp | 651.12%-655.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,683 | $6,420-58.2% | $5,606-52.1% | $4,779-43.9% |
| Participant deferral / active EE | $7,300 | $7,642-4.5% | $6,927+5.4% | $5,609+30.1% |
| Admin fee / account holder | $20 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |