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 | $124,308 | $92,703+34.1% | $82,719+50.3% | $134,475-7.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.54% | 944.92%-963.5pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,225 | $3,274-32.0% | $3,009-26.1% | $4,740-53.1% |
| Participant deferral / active EE | $4,176 | $4,802-13.0% | $4,395-5.0% | $6,400-34.7% |
| Admin fee / account holder | -$125 | $5,983-102.1% | $5,329-102.4% | $11,426-101.1% |