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 | $161,791 | $138,065+17.2% | $123,544+31.0% | $135,375+19.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.40% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $9,144 | $5,151+77.5% | $4,628+97.6% | $4,779+91.3% |
| Participant deferral / active EE | $6,311 | $6,799-7.2% | $6,426-1.8% | $5,609+12.5% |
| Admin fee / account holder | $124 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |