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 | $150,874 | $160,055-5.7% | $140,016+7.8% | $135,375+11.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.29% | 911.38%-915.7pp | 651.12%-655.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $4,521 | $6,420-29.6% | $5,606-19.3% | $4,779-5.4% |
| Participant deferral / active EE | $6,281 | $7,642-17.8% | $6,927-9.3% | $5,609+12.0% |
| Admin fee / account holder | $43 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |