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 | $72,753 | $84,402-13.8% | $61,373+18.5% | $134,475-45.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -11.39% | 584.55%-595.9pp | 338.61%-350.0pp | 417.96%-429.4pp |
| Employer contribution / active EE | $9,355 | $1,544+505.7% | $1,159+706.9% | $4,740+97.4% |
| Participant deferral / active EE | $9,513 | $2,819+237.5% | $2,125+347.7% | $6,400+48.6% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |