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 | $86,025 | $138,044-37.7% | $125,339-31.4% | $134,475-36.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.49% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,445 | $5,243-34.3% | $4,814-28.4% | $4,740-27.3% |
| Participant deferral / active EE | $8,185 | $7,799+5.0% | $7,446+9.9% | $6,400+27.9% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |