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 | $170,368 | $138,044+23.4% | $125,339+35.9% | $134,475+26.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.52% | 750.33%-767.8pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,860 | $5,243-45.5% | $4,814-40.6% | $4,740-39.7% |
| Participant deferral / active EE | $7,414 | $7,799-4.9% | $7,446-0.4% | $6,400+15.8% |
| Admin fee / account holder | $2 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |