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 | $81,734 | $90,600-9.8% | $79,464+2.9% | $135,375-39.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.09% | 977.43%-980.5pp | 718.14%-721.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,007 | $3,068-67.2% | $2,800-64.1% | $4,779-78.9% |
| Participant deferral / active EE | $3,461 | $4,050-14.6% | $3,704-6.6% | $5,609-38.3% |
| Admin fee / account holder | $144 | $5,907-97.6% | $5,113-97.2% | $10,827-98.7% |