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 | $87,725 | $90,600-3.2% | $79,464+10.4% | $135,375-35.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.03% | 977.43%-982.5pp | 718.14%-723.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $6,735 | $3,068+119.5% | $2,800+140.5% | $4,779+40.9% |
| Participant deferral / active EE | $2,774 | $4,050-31.5% | $3,704-25.1% | $5,609-50.5% |
| Admin fee / account holder | $4 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |