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 | $172,324 | $138,044+24.8% | $125,339+37.5% | $134,475+28.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.19% | 750.33%-759.5pp | 572.05%-581.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $6,072 | $5,243+15.8% | $4,814+26.2% | $4,740+28.1% |
| Participant deferral / active EE | $3,729 | $7,799-52.2% | $7,446-49.9% | $6,400-41.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |