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 | $164,443 | $90,600+81.5% | $79,464+106.9% | $135,375+21.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.39% | 977.43%-981.8pp | 718.14%-722.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,391 | $3,068+10.5% | $2,800+21.1% | $4,779-29.0% |
| Participant deferral / active EE | $7,512 | $4,050+85.5% | $3,704+102.8% | $5,609+33.9% |
| Admin fee / account holder | $12 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |