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 | $212,050 | $138,065+53.6% | $123,544+71.6% | $135,375+56.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.69% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $5,866 | $5,151+13.9% | $4,628+26.8% | $4,779+22.8% |
| Participant deferral / active EE | $7,792 | $6,799+14.6% | $6,426+21.3% | $5,609+38.9% |
| Admin fee / account holder | $8 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |