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 | $115,174 | $90,600+27.1% | $79,464+44.9% | $135,375-14.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.66% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,629 | $3,068+50.9% | $2,800+65.3% | $4,779-3.1% |
| Participant deferral / active EE | $8,455 | $4,050+108.8% | $3,704+128.3% | $5,609+50.7% |
| Admin fee / account holder | $5 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |