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 | $105,814 | $92,703+14.1% | $82,719+27.9% | $134,475-21.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.86% | 944.92%-963.8pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,419 | $3,274-56.7% | $3,009-52.9% | $4,740-70.1% |
| Participant deferral / active EE | $2,630 | $4,802-45.2% | $4,395-40.2% | $6,400-58.9% |
| Admin fee / account holder | $5 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |