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 | $111,337 | $138,065-19.4% | $123,544-9.9% | $135,375-17.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.44% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,524 | $5,151-51.0% | $4,628-45.5% | $4,779-47.2% |
| Participant deferral / active EE | $2,625 | $6,799-61.4% | $6,426-59.1% | $5,609-53.2% |
| Admin fee / account holder | $9 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |