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 | $88,685 | $92,703-4.3% | $82,719+7.2% | $134,475-34.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.89% | 944.92%-959.8pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,157 | $3,274-34.1% | $3,009-28.3% | $4,740-54.5% |
| Participant deferral / active EE | $10,650 | $4,802+121.8% | $4,395+142.3% | $6,400+66.4% |
| Admin fee / account holder | $69 | $5,983-98.8% | $5,329-98.7% | $11,426-99.4% |