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 | $140,515 | $160,055-12.2% | $140,016+0.4% | $135,375+3.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.80% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,082 | $6,420-52.0% | $5,606-45.0% | $4,779-35.5% |
| Participant deferral / active EE | $16,750 | $7,642+119.2% | $6,927+141.8% | $5,609+198.6% |
| Admin fee / account holder | $172 | $13,328-98.7% | $10,705-98.4% | $10,827-98.4% |