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 | $135,142 | $138,044-2.1% | $125,339+7.8% | $134,475+0.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.86% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,306 | $5,243-37.0% | $4,814-31.3% | $4,740-30.3% |
| Participant deferral / active EE | $13,419 | $7,799+72.1% | $7,446+80.2% | $6,400+109.7% |
| Admin fee / account holder | $263 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |