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 | $100,361 | $138,044-27.3% | $125,339-19.9% | $134,475-25.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.36% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,500 | $5,243-71.4% | $4,814-68.8% | $4,740-68.4% |
| Participant deferral / active EE | $3,938 | $7,799-49.5% | $7,446-47.1% | $6,400-38.5% |
| Admin fee / account holder | $45 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |