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 | $134,077 | $138,044-2.9% | $125,339+7.0% | $134,475-0.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -8.46% | 750.33%-758.8pp | 572.05%-580.5pp | 417.96%-426.4pp |
| Employer contribution / active EE | $2,438 | $5,243-53.5% | $4,814-49.4% | $4,740-48.6% |
| Participant deferral / active EE | $5,164 | $7,799-33.8% | $7,446-30.6% | $6,400-19.3% |
| Admin fee / account holder | $6 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |