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 | $203,727 | $138,044+47.6% | $125,339+62.5% | $134,475+51.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.63% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $6,760 | $5,243+28.9% | $4,814+40.4% | $4,740+42.6% |
| Participant deferral / active EE | $16,900 | $7,799+116.7% | $7,446+127.0% | $6,400+164.1% |
| Admin fee / account holder | $120 | $11,571-99.0% | $10,010-98.8% | $11,426-98.9% |