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 | $142,619 | $135,635+5.1% | $110,238+29.4% | $135,375+5.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.09% | 513.19%-520.3pp | 314.74%-321.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $6,553 | $4,906+33.6% | $3,826+71.3% | $4,779+37.1% |
| Participant deferral / active EE | $13,663 | $5,506+148.1% | $4,672+192.4% | $5,609+143.6% |
| Admin fee / account holder | $243 | $11,457-97.9% | $8,547-97.2% | $10,827-97.8% |