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 | $61,688 | $90,600-31.9% | $79,464-22.4% | $135,375-54.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.35% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $11,826 | $3,068+285.5% | $2,800+322.3% | $4,779+147.5% |
| Participant deferral / active EE | $8,082 | $4,050+99.5% | $3,704+118.2% | $5,609+44.1% |
| Admin fee / account holder | $79 | $5,907-98.7% | $5,113-98.4% | $10,827-99.3% |