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 | $102,510 | $138,065-25.8% | $123,544-17.0% | $135,375-24.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.17% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $16,016 | $5,151+210.9% | $4,628+246.1% | $4,779+235.1% |
| Participant deferral / active EE | $8,806 | $6,799+29.5% | $6,426+37.0% | $5,609+57.0% |
| Admin fee / account holder | -$1 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |