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 | $155,135 | $160,055-3.1% | $140,016+10.8% | $135,375+14.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.60% | 911.38%-920.0pp | 651.12%-659.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $8,092 | $6,420+26.0% | $5,606+44.4% | $4,779+69.3% |
| Participant deferral / active EE | $14,727 | $7,642+92.7% | $6,927+112.6% | $5,609+162.6% |
| Admin fee / account holder | $132 | $13,328-99.0% | $10,705-98.8% | $10,827-98.8% |