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 | $217,641 | $160,055+36.0% | $140,016+55.4% | $135,375+60.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.65% | 911.38%-917.0pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,000 | $6,420-53.3% | $5,606-46.5% | $4,779-37.2% |
| Participant deferral / active EE | $5,841 | $7,642-23.6% | $6,927-15.7% | $5,609+4.1% |
| Admin fee / account holder | $38 | $13,328-99.7% | $10,705-99.6% | $10,827-99.7% |