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 | $67,979 | $160,055-57.5% | $140,016-51.4% | $135,375-49.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.34% | 911.38%-916.7pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $7,500 | $6,420+16.8% | $5,606+33.8% | $4,779+56.9% |
| Participant deferral / active EE | $14,500 | $7,642+89.8% | $6,927+109.3% | $5,609+158.5% |
| Admin fee / account holder | $83 | $13,328-99.4% | $10,705-99.2% | $10,827-99.2% |