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 | $152,009 | $138,065+10.1% | $123,544+23.0% | $135,375+12.3% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -3.43% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $5,641 | $5,151+9.5% | $4,628+21.9% | $4,779+18.0% |
| Participant deferral / active EE | $9,690 | $6,799+42.5% | $6,426+50.8% | $5,609+72.8% |
| Admin fee / account holder | $294 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |