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 | $96,818 | $90,600+6.9% | $79,464+21.8% | $135,375-28.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.21% | 977.43%-983.6pp | 718.14%-724.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,888 | $3,068-38.5% | $2,800-32.6% | $4,779-60.5% |
| Participant deferral / active EE | $3,205 | $4,050-20.9% | $3,704-13.5% | $5,609-42.9% |
| Admin fee / account holder | $184 | $5,907-96.9% | $5,113-96.4% | $10,827-98.3% |