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 | $137,908 | $100,754+36.9% | $86,677+59.1% | $134,475+2.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.48% | 29.04%-34.5pp | 35.91%-41.4pp | 417.96%-423.4pp |
| Employer contribution / active EE | $7,678 | $3,489+120.0% | $2,836+170.7% | $4,740+62.0% |
| Participant deferral / active EE | $6,826 | $5,338+27.9% | $4,656+46.6% | $6,400+6.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |