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 | $178,221 | $160,055+11.4% | $140,016+27.3% | $135,375+31.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.00% | 911.38%-918.4pp | 651.12%-658.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $9,540 | $6,420+48.6% | $5,606+70.2% | $4,779+99.6% |
| Participant deferral / active EE | $8,225 | $7,642+7.6% | $6,927+18.7% | $5,609+46.6% |
| Admin fee / account holder | $61 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |