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 | $159,269 | $190,805-16.5% | $159,960-0.4% | $134,475+18.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.76% | 552.23%-554.0pp | 408.60%-410.4pp | 417.96%-419.7pp |
| Employer contribution / active EE | $20,500 | $4,995+310.4% | $4,226+385.1% | $4,740+332.5% |
| Participant deferral / active EE | $20,500 | $6,923+196.1% | $6,182+231.6% | $6,400+220.3% |
| Admin fee / account holder | $25 | $10,471-99.8% | $8,698-99.7% | $11,426-99.8% |