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 9-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 | $128,740 | $92,703+38.9% | $82,719+55.6% | $134,475-4.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.95% | 944.92%-957.9pp | 701.18%-714.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $12,551 | $3,274+283.4% | $3,009+317.1% | $4,740+164.8% |
| Participant deferral / active EE | $8,667 | $4,802+80.5% | $4,395+97.2% | $6,400+35.4% |
| Admin fee / account holder | -$241 | $5,983-104.0% | $5,329-104.5% | $11,426-102.1% |