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 | $133,772 | $135,635-1.4% | $110,238+21.3% | $135,375-1.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.93% | 513.19%-517.1pp | 314.74%-318.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $14,949 | $4,906+204.7% | $3,826+290.7% | $4,779+212.8% |
| Participant deferral / active EE | $7,818 | $5,506+42.0% | $4,672+67.3% | $5,609+39.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |