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 | $136,730 | $160,055-14.6% | $140,016-2.3% | $135,375+1.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.54% | 911.38%-913.9pp | 651.12%-653.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $23,250 | $6,420+262.1% | $5,606+314.7% | $4,779+386.5% |
| Participant deferral / active EE | $21,250 | $7,642+178.1% | $6,927+206.8% | $5,609+278.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |