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 | $112,083 | $106,543+5.2% | $91,220+22.9% | $134,475-16.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.78% | 160.60%-177.4pp | 114.01%-130.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $23,953 | $3,331+619.2% | $2,850+740.4% | $4,740+405.4% |
| Participant deferral / active EE | $11,350 | $4,719+140.5% | $4,234+168.1% | $6,400+77.4% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |