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 | $97,467 | $138,065-29.4% | $123,544-21.1% | $135,375-28.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.52% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $8,573 | $5,151+66.4% | $4,628+85.2% | $4,779+79.4% |
| Participant deferral / active EE | $8,519 | $6,799+25.3% | $6,426+32.6% | $5,609+51.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |