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 | $134,352 | $90,600+48.3% | $79,464+69.1% | $135,375-0.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.06% | 977.43%-981.5pp | 718.14%-722.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $4,788 | $3,068+56.1% | $2,800+71.0% | $4,779+0.2% |
| Participant deferral / active EE | $5,889 | $4,050+45.4% | $3,704+59.0% | $5,609+5.0% |
| Admin fee / account holder | $59 | $5,907-99.0% | $5,113-98.8% | $10,827-99.5% |