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 | $84,286 | $84,695-0.5% | $73,843+14.1% | $125,391-32.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.89% | 3123.53%-3125.4pp | 2267.84%-2269.7pp | 282.22%-284.1pp |
| Employer contribution / active EE | $3,461 | $3,123+10.8% | $2,787+24.2% | $4,866-28.9% |
| Participant deferral / active EE | $7,927 | $3,992+98.6% | $3,583+121.2% | $5,352+48.1% |
| Admin fee / account holder | $20 | $5,691-99.6% | $4,880-99.6% | $9,540-99.8% |