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 | $200,686 | $138,065+45.4% | $123,544+62.4% | $135,375+48.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.16% | 153.68%-159.8pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,306 | $5,151-16.4% | $4,628-6.9% | $4,779-9.9% |
| Participant deferral / active EE | $11,713 | $6,799+72.3% | $6,426+82.3% | $5,609+108.8% |
| Admin fee / account holder | $28 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |