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 | $99,125 | $138,044-28.2% | $125,339-20.9% | $134,475-26.3% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -20.42% | 750.33%-770.7pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,313 | $5,243-75.0% | $4,814-72.7% | $4,740-72.3% |
| Participant deferral / active EE | $6,205 | $7,799-20.4% | $7,446-16.7% | $6,400-3.0% |
| Admin fee / account holder | $150 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |