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 | $137,381 | $138,044-0.5% | $125,339+9.6% | $134,475+2.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.25% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $7,241 | $5,243+38.1% | $4,814+50.4% | $4,740+52.8% |
| Participant deferral / active EE | $11,261 | $7,799+44.4% | $7,446+51.2% | $6,400+76.0% |
| Admin fee / account holder | $43 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |