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 | $83,401 | $135,635-38.5% | $110,238-24.3% | $135,375-38.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.24% | 513.19%-515.4pp | 314.74%-317.0pp | 519.73%-522.0pp |
| Employer contribution / active EE | $11,895 | $4,906+142.4% | $3,826+210.9% | $4,779+148.9% |
| Participant deferral / active EE | $11,848 | $5,506+115.2% | $4,672+153.6% | $5,609+111.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |