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 | $96,765 | $138,065-29.9% | $123,544-21.7% | $135,375-28.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.40% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $7,430 | $5,151+44.2% | $4,628+60.5% | $4,779+55.5% |
| Participant deferral / active EE | $7,297 | $6,799+7.3% | $6,426+13.6% | $5,609+30.1% |
| Admin fee / account holder | $154 | $10,916-98.6% | $9,284-98.3% | $10,827-98.6% |