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 | $127,407 | $160,055-20.4% | $140,016-9.0% | $135,375-5.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.45% | 911.38%-917.8pp | 651.12%-657.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $7,983 | $6,420+24.3% | $5,606+42.4% | $4,779+67.1% |
| Participant deferral / active EE | $19,778 | $7,642+158.8% | $6,927+185.5% | $5,609+252.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |