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 | $163,974 | $138,065+18.8% | $123,544+32.7% | $135,375+21.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.45% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $4,023 | $5,151-21.9% | $4,628-13.1% | $4,779-15.8% |
| Participant deferral / active EE | $7,837 | $6,799+15.3% | $6,426+22.0% | $5,609+39.7% |
| Admin fee / account holder | $299 | $10,916-97.3% | $9,284-96.8% | $10,827-97.2% |