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 | $145,997 | $138,044+5.8% | $125,339+16.5% | $134,475+8.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.90% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,306 | $5,243-37.0% | $4,814-31.3% | $4,740-30.3% |
| Participant deferral / active EE | $8,490 | $7,799+8.9% | $7,446+14.0% | $6,400+32.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |