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 | $137,907 | $168,632-18.2% | $147,614-6.6% | $125,391+10.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.91% | 77.65%-80.6pp | 61.98%-64.9pp | 282.22%-285.1pp |
| Employer contribution / active EE | $14,399 | $6,252+130.3% | $5,564+158.8% | $4,866+195.9% |
| Participant deferral / active EE | $16,867 | $5,507+206.3% | $4,895+244.5% | $5,352+215.2% |
| Admin fee / account holder | $281 | $13,580-97.9% | $11,611-97.6% | $9,540-97.1% |