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 | $152,281 | $138,044+10.3% | $125,339+21.5% | $134,475+13.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.69% | 750.33%-761.0pp | 572.05%-582.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,062 | $5,243-79.7% | $4,814-77.9% | $4,740-77.6% |
| Participant deferral / active EE | $5,972 | $7,799-23.4% | $7,446-19.8% | $6,400-6.7% |
| Admin fee / account holder | $6 | $11,571-100.0% | $10,010-99.9% | $11,426-100.0% |