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 | $82,889 | $90,600-8.5% | $79,464+4.3% | $135,375-38.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.02% | 977.43%-985.5pp | 718.14%-726.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $6,032 | $3,068+96.6% | $2,800+115.4% | $4,779+26.2% |
| Participant deferral / active EE | $4,886 | $4,050+20.6% | $3,704+31.9% | $5,609-12.9% |
| Admin fee / account holder | $8 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |