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 | $96,540 | $90,600+6.6% | $79,464+21.5% | $135,375-28.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.13% | 977.43%-986.6pp | 718.14%-727.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,244 | $3,068-59.4% | $2,800-55.6% | $4,779-74.0% |
| Participant deferral / active EE | $4,386 | $4,050+8.3% | $3,704+18.4% | $5,609-21.8% |
| Admin fee / account holder | $28 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |