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 | $134,465 | $138,044-2.6% | $125,339+7.3% | $134,4750% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -10.89% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $12,416 | $5,243+136.8% | $4,814+157.9% | $4,740+162.0% |
| Participant deferral / active EE | $7,284 | $7,799-6.6% | $7,446-2.2% | $6,400+13.8% |
| Admin fee / account holder | $66 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |