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 | $206,504 | $138,044+49.6% | $125,339+64.8% | $134,475+53.6% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -17.09% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,373 | $5,243-35.7% | $4,814-29.9% | $4,740-28.8% |
| Participant deferral / active EE | $8,811 | $7,799+13.0% | $7,446+18.3% | $6,400+37.7% |
| Admin fee / account holder | $191 | $11,571-98.4% | $10,010-98.1% | $11,426-98.3% |