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 | $146,333 | $135,635+7.9% | $110,238+32.7% | $135,375+8.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.97% | 513.19%-519.2pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $19,835 | $4,906+304.3% | $3,826+418.4% | $4,779+315.1% |
| Participant deferral / active EE | $6,000 | $5,506+9.0% | $4,672+28.4% | $5,609+7.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |