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 | $201,973 | $138,044+46.3% | $125,339+61.1% | $134,475+50.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.15% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $6,098 | $5,243+16.3% | $4,814+26.7% | $4,740+28.7% |
| Participant deferral / active EE | $9,098 | $7,799+16.7% | $7,446+22.2% | $6,400+42.2% |
| Admin fee / account holder | $144 | $11,571-98.8% | $10,010-98.6% | $11,426-98.7% |