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 | $153,658 | $138,065+11.3% | $123,544+24.4% | $135,375+13.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.18% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $11,795 | $5,151+129.0% | $4,628+154.9% | $4,779+146.8% |
| Participant deferral / active EE | $5,984 | $6,799-12.0% | $6,426-6.9% | $5,609+6.7% |
| Admin fee / account holder | $25 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |