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 | $166,916 | $138,065+20.9% | $123,544+35.1% | $135,375+23.3% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -6.47% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $11,250 | $5,151+118.4% | $4,628+143.1% | $4,779+135.4% |
| Participant deferral / active EE | $16,311 | $6,799+139.9% | $6,426+153.8% | $5,609+190.8% |
| Admin fee / account holder | $246 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |