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 | $171,141 | $135,635+26.2% | $110,238+55.2% | $135,375+26.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.35% | 513.19%-518.5pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,048 | $4,906-37.9% | $3,826-20.3% | $4,779-36.2% |
| Participant deferral / active EE | $1,910 | $5,506-65.3% | $4,672-59.1% | $5,609-65.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |