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 | $168,327 | $138,044+21.9% | $125,339+34.3% | $134,475+25.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.86% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $8,354 | $5,243+59.3% | $4,814+73.5% | $4,740+76.3% |
| Participant deferral / active EE | $11,147 | $7,799+42.9% | $7,446+49.7% | $6,400+74.2% |
| Admin fee / account holder | $9 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |