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 | $166,224 | $138,065+20.4% | $123,544+34.5% | $135,375+22.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.97% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $6,903 | $5,151+34.0% | $4,628+49.2% | $4,779+44.4% |
| Participant deferral / active EE | $4,483 | $6,799-34.1% | $6,426-30.2% | $5,609-20.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |