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 | $203,121 | $138,044+47.1% | $125,339+62.1% | $134,475+51.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.95% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,933 | $5,243-25.0% | $4,814-18.3% | $4,740-17.0% |
| Participant deferral / active EE | $10,533 | $7,799+35.1% | $7,446+41.5% | $6,400+64.6% |
| Admin fee / account holder | $286 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |