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 | $147,806 | $92,703+59.4% | $82,719+78.7% | $134,475+9.9% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -11.71% | 944.92%-956.6pp | 701.18%-712.9pp | 417.96%-429.7pp |
| Employer contribution / active EE | $3,608 | $3,274+10.2% | $3,009+19.9% | $4,740-23.9% |
| Participant deferral / active EE | $8,695 | $4,802+81.1% | $4,395+97.8% | $6,400+35.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |