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 | $249,075 | $138,065+80.4% | $123,544+101.6% | $135,375+84.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.59% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $5,600 | $5,151+8.7% | $4,628+21.0% | $4,779+17.2% |
| Participant deferral / active EE | $9,260 | $6,799+36.2% | $6,426+44.1% | $5,609+65.1% |
| Admin fee / account holder | $68 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |