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 | $182,436 | $138,065+32.1% | $123,544+47.7% | $135,375+34.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.57% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $8,758 | $5,151+70.0% | $4,628+89.3% | $4,779+83.3% |
| Participant deferral / active EE | $12,264 | $6,799+80.4% | $6,426+90.9% | $5,609+118.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |