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 | $136,155 | $138,065-1.4% | $123,544+10.2% | $135,375+0.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.29% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $7,286 | $5,151+41.4% | $4,628+57.4% | $4,779+52.5% |
| Participant deferral / active EE | $9,794 | $6,799+44.1% | $6,426+52.4% | $5,609+74.6% |
| Admin fee / account holder | $49 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |