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 | $95,471 | $138,065-30.9% | $123,544-22.7% | $135,375-29.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.50% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $33,016 | $5,151+540.9% | $4,628+613.4% | $4,779+590.9% |
| Participant deferral / active EE | $15,679 | $6,799+130.6% | $6,426+144.0% | $5,609+179.5% |
| Admin fee / account holder | $177 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |