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 | $111,564 | $106,543+4.7% | $91,220+22.3% | $134,475-17.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.95% | 160.60%-176.5pp | 114.01%-130.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $7,255 | $3,331+117.8% | $2,850+154.6% | $4,740+53.1% |
| Participant deferral / active EE | $5,895 | $4,719+24.9% | $4,234+39.2% | $6,400-7.9% |
| Admin fee / account holder | $298 | $6,231-95.2% | $5,420-94.5% | $11,426-97.4% |