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 8-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 | $79,058 | $90,600-12.7% | $79,464-0.5% | $135,375-41.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.37% | 977.43%-981.8pp | 718.14%-722.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,863 | $3,068-6.7% | $2,800+2.2% | $4,779-40.1% |
| Participant deferral / active EE | $5,725 | $4,050+41.3% | $3,704+54.6% | $5,609+2.1% |
| Admin fee / account holder | $18 | $5,907-99.7% | $5,113-99.7% | $10,827-99.8% |