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 5-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 | $172,777 | $138,044+25.2% | $125,339+37.8% | $134,475+28.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.34% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $7,553 | $5,243+44.0% | $4,814+56.9% | $4,740+59.3% |
| Participant deferral / active EE | $6,063 | $7,799-22.3% | $7,446-18.6% | $6,400-5.3% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |