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 | $178,080 | $92,703+92.1% | $82,719+115.3% | $134,475+32.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.66% | 944.92%-959.6pp | 701.18%-715.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,185 | $3,274-2.7% | $3,009+5.9% | $4,740-32.8% |
| Participant deferral / active EE | $7,306 | $4,802+52.1% | $4,395+66.2% | $6,400+14.2% |
| Admin fee / account holder | $154 | $5,983-97.4% | $5,329-97.1% | $11,426-98.7% |