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 | $168,229 | $180,449-6.8% | $154,107+9.2% | $135,375+24.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.69% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $14,331 | $6,035+137.5% | $5,298+170.5% | $4,779+199.9% |
| Participant deferral / active EE | $9,253 | $5,806+59.4% | $5,081+82.1% | $5,609+65.0% |
| Admin fee / account holder | $1 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |