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 | $128,181 | $138,044-7.1% | $125,339+2.3% | $134,475-4.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.30% | 750.33%-767.6pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $15,461 | $5,243+194.9% | $4,814+221.2% | $4,740+226.2% |
| Participant deferral / active EE | $10,407 | $7,799+33.4% | $7,446+39.8% | $6,400+62.6% |
| Admin fee / account holder | -$144 | $11,571-101.2% | $10,010-101.4% | $11,426-101.3% |