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 | $178,089 | $138,065+29.0% | $123,544+44.1% | $135,375+31.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.28% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $14,500 | $5,151+181.5% | $4,628+213.3% | $4,779+203.4% |
| Participant deferral / active EE | $12,505 | $6,799+83.9% | $6,426+94.6% | $5,609+123.0% |
| Admin fee / account holder | $33 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |