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 | $156,993 | $138,044+13.7% | $125,339+25.3% | $134,475+16.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.99% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $6,559 | $5,243+25.1% | $4,814+36.3% | $4,740+38.4% |
| Participant deferral / active EE | $13,117 | $7,799+68.2% | $7,446+76.2% | $6,400+105.0% |
| Admin fee / account holder | $262 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |