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 | $131,526 | $131,829-0.2% | $108,579+21.1% | $273,961-52.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 192.75% | -91.57%+284.3pp | -51.70%+244.4pp | 41.45%+151.3pp |
| Employer contribution / active EE | $11,325 | $4,912+130.5% | $3,758+201.3% | $4,869+132.6% |
| Participant deferral / active EE | $24,000 | $5,127+368.1% | $4,311+456.7% | $5,287+353.9% |
| Admin fee / account holder | $142 | $10,252-98.6% | $7,645-98.1% | $10,132-98.6% |