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 5-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 | $166,911 | $138,044+20.9% | $125,339+33.2% | $134,475+24.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.79% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $5,436 | $5,243+3.7% | $4,814+12.9% | $4,740+14.7% |
| Participant deferral / active EE | $10,313 | $7,799+32.2% | $7,446+38.5% | $6,400+61.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |