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 | $85,455 | $92,703-7.8% | $82,719+3.3% | $134,475-36.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -3.57% | 944.92%-948.5pp | 701.18%-704.7pp | 417.96%-421.5pp |
| Employer contribution / active EE | $5,000 | $3,274+52.7% | $3,009+66.2% | $4,740+5.5% |
| Participant deferral / active EE | $3,450 | $4,802-28.2% | $4,395-21.5% | $6,400-46.1% |
| Admin fee / account holder | $199 | $5,983-96.7% | $5,329-96.3% | $11,426-98.3% |