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 | $99,478 | $160,055-37.8% | $140,016-29.0% | $135,375-26.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.16% | 911.38%-918.5pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $17,056 | $6,420+165.7% | $5,606+204.3% | $4,779+256.9% |
| Participant deferral / active EE | $13,540 | $7,642+77.2% | $6,927+95.5% | $5,609+141.4% |
| Admin fee / account holder | $50 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |