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 | $92,004 | $138,065-33.4% | $123,544-25.5% | $135,375-32.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -8.81% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $12,013 | $5,151+133.2% | $4,628+159.6% | $4,779+151.4% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $62 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |