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 | $91,636 | $92,703-1.2% | $82,719+10.8% | $134,475-31.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.95% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,373 | $3,274-27.5% | $3,009-21.1% | $4,740-49.9% |
| Participant deferral / active EE | $7,597 | $4,802+58.2% | $4,395+72.8% | $6,400+18.7% |
| Admin fee / account holder | $75 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |