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 | $147,273 | $90,600+62.6% | $79,464+85.3% | $135,375+8.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.29% | 977.43%-980.7pp | 718.14%-721.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $16,898 | $3,068+450.8% | $2,800+503.4% | $4,779+253.6% |
| Participant deferral / active EE | $8,333 | $4,050+105.7% | $3,704+125.0% | $5,609+48.6% |
| Admin fee / account holder | $17 | $5,907-99.7% | $5,113-99.7% | $10,827-99.8% |