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 | $148,732 | $180,449-17.6% | $154,107-3.5% | $135,375+9.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.46% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,003 | $6,035-50.2% | $5,298-43.3% | $4,779-37.2% |
| Participant deferral / active EE | $4,615 | $5,806-20.5% | $5,081-9.2% | $5,609-17.7% |
| Admin fee / account holder | $111 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |