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 6-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 | $136,852 | $138,044-0.9% | $125,339+9.2% | $134,475+1.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.80% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $19,600 | $5,243+273.8% | $4,814+307.2% | $4,740+313.5% |
| Participant deferral / active EE | $10,250 | $7,799+31.4% | $7,446+37.7% | $6,400+60.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |