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 | $122,107 | $127,386-4.1% | $115,037+6.1% | $125,391-2.6% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | 0.35% | 31.28%-30.9pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $13,137 | $5,166+154.3% | $4,608+185.1% | $4,866+170.0% |
| Participant deferral / active EE | $8,798 | $6,423+37.0% | $6,026+46.0% | $5,352+64.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |