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 | $139,779 | $152,509-8.3% | $117,472+19.0% | $134,475+3.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.74% | 52.99%-68.7pp | 29.74%-45.5pp | 417.96%-433.7pp |
| Employer contribution / active EE | $11,361 | $5,571+103.9% | $4,176+172.1% | $4,740+139.7% |
| Participant deferral / active EE | $10,574 | $4,818+119.5% | $4,070+159.8% | $6,400+65.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |