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 | $97,090 | $92,703+4.7% | $82,719+17.4% | $134,475-27.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.47% | 944.92%-961.4pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $7,819 | $3,274+138.8% | $3,009+159.9% | $4,740+65.0% |
| Participant deferral / active EE | $9,994 | $4,802+108.1% | $4,395+127.4% | $6,400+56.2% |
| Admin fee / account holder | $146 | $5,983-97.6% | $5,329-97.3% | $11,426-98.7% |