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 | $155,269 | $138,044+12.5% | $125,339+23.9% | $134,475+15.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -18.02% | 750.33%-768.3pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,683 | $5,243-48.8% | $4,814-44.3% | $4,740-43.4% |
| Participant deferral / active EE | $7,629 | $7,799-2.2% | $7,446+2.4% | $6,400+19.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |