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 | $134,525 | $160,055-16.0% | $140,016-3.9% | $135,375-0.6% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -7.38% | 911.38%-918.8pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,974 | $6,420-38.1% | $5,606-29.1% | $4,779-16.8% |
| Participant deferral / active EE | $10,603 | $7,642+38.8% | $6,927+53.1% | $5,609+89.0% |
| Admin fee / account holder | $144 | $13,328-98.9% | $10,705-98.7% | $10,827-98.7% |