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 | $100,451 | $90,600+10.9% | $79,464+26.4% | $135,375-25.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.45% | 977.43%-986.9pp | 718.14%-727.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $10,663 | $3,068+247.6% | $2,800+280.8% | $4,779+123.1% |
| Participant deferral / active EE | $5,377 | $4,050+32.7% | $3,704+45.2% | $5,609-4.1% |
| Admin fee / account holder | $19 | $5,907-99.7% | $5,113-99.6% | $10,827-99.8% |