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 | $53,048 | $90,600-41.4% | $79,464-33.2% | $135,375-60.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.04% | 977.43%-980.5pp | 718.14%-721.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $9,000 | $3,068+193.4% | $2,800+221.4% | $4,779+88.3% |
| Participant deferral / active EE | $9,000 | $4,050+122.2% | $3,704+143.0% | $5,609+60.5% |
| Admin fee / account holder | $51 | $5,907-99.1% | $5,113-99.0% | $10,827-99.5% |