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 | $154,887 | $160,055-3.2% | $140,016+10.6% | $135,375+14.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.05% | 911.38%-917.4pp | 651.12%-657.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $13,936 | $6,420+117.1% | $5,606+148.6% | $4,779+191.6% |
| Participant deferral / active EE | $9,716 | $7,642+27.1% | $6,927+40.3% | $5,609+73.2% |
| Admin fee / account holder | $24 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |