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 9-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 | $117,493 | $135,635-13.4% | $110,238+6.6% | $135,375-13.2% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -7.37% | 513.19%-520.6pp | 314.74%-322.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $10,949 | $4,906+123.2% | $3,826+186.1% | $4,779+129.1% |
| Participant deferral / active EE | $7,019 | $5,506+27.5% | $4,672+50.2% | $5,609+25.1% |
| Admin fee / account holder | $259 | $11,457-97.7% | $8,547-97.0% | $10,827-97.6% |