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 | $104,288 | $138,044-24.5% | $125,339-16.8% | $134,475-22.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.36% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $13,638 | $5,243+160.1% | $4,814+183.3% | $4,740+187.7% |
| Participant deferral / active EE | $15,080 | $7,799+93.4% | $7,446+102.5% | $6,400+135.6% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |