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 5-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 | $104,935 | $92,703+13.2% | $82,719+26.9% | $134,475-22.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -0.09% | 944.92%-945.0pp | 701.18%-701.3pp | 417.96%-418.1pp |
| Employer contribution / active EE | $16,500 | $3,274+404.0% | $3,009+448.4% | $4,740+248.1% |
| Participant deferral / active EE | $16,500 | $4,802+243.6% | $4,395+275.4% | $6,400+157.8% |
| Admin fee / account holder | $65 | $5,983-98.9% | $5,329-98.8% | $11,426-99.4% |