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 | $243,243 | $138,044+76.2% | $125,339+94.1% | $134,475+80.9% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -13.00% | 750.33%-763.3pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $4,834 | $5,243-7.8% | $4,814+0.4% | $4,740+2.0% |
| Participant deferral / active EE | $8,545 | $7,799+9.6% | $7,446+14.8% | $6,400+33.5% |
| Admin fee / account holder | $19 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |