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 | $138,661 | $138,065+0.4% | $123,544+12.2% | $135,375+2.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.28% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $23,946 | $5,151+364.8% | $4,628+417.4% | $4,779+401.1% |
| Participant deferral / active EE | $15,360 | $6,799+125.9% | $6,426+139.1% | $5,609+173.9% |
| Admin fee / account holder | $158 | $10,916-98.5% | $9,284-98.3% | $10,827-98.5% |