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 5-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 | $134,205 | $92,703+44.8% | $82,719+62.2% | $134,475-0.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.16% | 944.92%-963.1pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $14,165 | $3,274+332.7% | $3,009+370.7% | $4,740+198.9% |
| Participant deferral / active EE | $14,541 | $4,802+202.8% | $4,395+230.9% | $6,400+127.2% |
| Admin fee / account holder | $67 | $5,983-98.9% | $5,329-98.7% | $11,426-99.4% |