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 | $196,098 | $180,449+8.7% | $154,107+27.2% | $135,375+44.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.00% | 888.09%-891.1pp | 735.12%-738.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $4,469 | $6,035-25.9% | $5,298-15.6% | $4,779-6.5% |
| Participant deferral / active EE | $3,240 | $5,806-44.2% | $5,081-36.2% | $5,609-42.2% |
| Admin fee / account holder | $27 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |