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 | $107,604 | $90,600+18.8% | $79,464+35.4% | $135,375-20.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.76% | 977.43%-979.2pp | 718.14%-719.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $22,625 | $3,068+637.5% | $2,800+707.9% | $4,779+373.4% |
| Participant deferral / active EE | $14,500 | $4,050+258.0% | $3,704+291.5% | $5,609+158.5% |
| Admin fee / account holder | $264 | $5,907-95.5% | $5,113-94.8% | $10,827-97.6% |