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 | $173,455 | $138,044+25.7% | $125,339+38.4% | $134,475+29.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.13% | 750.33%-760.5pp | 572.05%-582.2pp | 417.96%-428.1pp |
| Employer contribution / active EE | $3,583 | $5,243-31.7% | $4,814-25.6% | $4,740-24.4% |
| Participant deferral / active EE | $4,835 | $7,799-38.0% | $7,446-35.1% | $6,400-24.4% |
| Admin fee / account holder | $5 | $11,571-100.0% | $10,010-99.9% | $11,426-100.0% |