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 | $140,333 | $180,449-22.2% | $154,107-8.9% | $135,375+3.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.31% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $8,884 | $6,035+47.2% | $5,298+67.7% | $4,779+85.9% |
| Participant deferral / active EE | $10,773 | $5,806+85.6% | $5,081+112.1% | $5,609+92.1% |
| Admin fee / account holder | $225 | $16,143-98.6% | $13,411-98.3% | $10,827-97.9% |