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 | $99,253 | $90,600+9.6% | $79,464+24.9% | $135,375-26.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.24% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,305 | $3,068+7.7% | $2,800+18.0% | $4,779-30.8% |
| Participant deferral / active EE | $4,488 | $4,050+10.8% | $3,704+21.2% | $5,609-20.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |