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 9-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 | $94,824 | $105,860-10.4% | $90,749+4.5% | $134,475-29.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.50% | -11.01%-4.5pp | -12.16%-3.3pp | 417.96%-433.5pp |
| Employer contribution / active EE | $14,455 | $3,462+317.5% | $2,921+394.9% | $4,740+205.0% |
| Participant deferral / active EE | $7,075 | $5,216+35.7% | $4,564+55.0% | $6,400+10.6% |
| Admin fee / account holder | $5 | $13,938-100.0% | $8,445-99.9% | $11,426-100.0% |