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 8-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 | $117,325 | $160,055-26.7% | $140,016-16.2% | $135,375-13.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.88% | 911.38%-920.3pp | 651.12%-660.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $11,282 | $6,420+75.7% | $5,606+101.2% | $4,779+136.1% |
| Participant deferral / active EE | $11,905 | $7,642+55.8% | $6,927+71.9% | $5,609+112.3% |
| Admin fee / account holder | $207 | $13,328-98.4% | $10,705-98.1% | $10,827-98.1% |