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 | $161,103 | $138,065+16.7% | $123,544+30.4% | $135,375+19.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.75% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $4,400 | $5,151-14.6% | $4,628-4.9% | $4,779-7.9% |
| Participant deferral / active EE | $7,897 | $6,799+16.1% | $6,426+22.9% | $5,609+40.8% |
| Admin fee / account holder | $155 | $10,916-98.6% | $9,284-98.3% | $10,827-98.6% |