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 | $104,246 | $135,635-23.1% | $110,238-5.4% | $135,375-23.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.68% | 513.19%-519.9pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $25,677 | $4,906+423.4% | $3,826+571.1% | $4,779+437.3% |
| Participant deferral / active EE | $15,493 | $5,506+181.4% | $4,672+231.6% | $5,609+176.2% |
| Admin fee / account holder | $15 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |