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 | $133,573 | $138,044-3.2% | $125,339+6.6% | $134,475-0.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.35% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,393 | $5,243-16.2% | $4,814-8.7% | $4,740-7.3% |
| Participant deferral / active EE | $16,602 | $7,799+112.9% | $7,446+123.0% | $6,400+159.4% |
| Admin fee / account holder | $1 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |