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 | $142,509 | $138,044+3.2% | $125,339+13.7% | $134,475+6.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.16% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,558 | $5,243-70.3% | $4,814-67.6% | $4,740-67.1% |
| Participant deferral / active EE | $4,788 | $7,799-38.6% | $7,446-35.7% | $6,400-25.2% |
| Admin fee / account holder | $192 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |