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 | $150,581 | $180,449-16.6% | $154,107-2.3% | $135,375+11.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -6.28% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $4,196 | $6,035-30.5% | $5,298-20.8% | $4,779-12.2% |
| Participant deferral / active EE | $8,302 | $5,806+43.0% | $5,081+63.4% | $5,609+48.0% |
| Admin fee / account holder | -$97 | $16,143-100.6% | $13,411-100.7% | $10,827-100.9% |