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 | $191,399 | $138,065+38.6% | $123,544+54.9% | $135,375+41.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.84% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $9,070 | $5,151+76.1% | $4,628+96.0% | $4,779+89.8% |
| Participant deferral / active EE | $17,183 | $6,799+152.7% | $6,426+167.4% | $5,609+206.4% |
| Admin fee / account holder | $57 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |