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 | $124,258 | $160,055-22.4% | $140,016-11.3% | $135,375-8.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -2.96% | 911.38%-914.3pp | 651.12%-654.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $3,177 | $6,420-50.5% | $5,606-43.3% | $4,779-33.5% |
| Participant deferral / active EE | $10,993 | $7,642+43.9% | $6,927+58.7% | $5,609+96.0% |
| Admin fee / account holder | $19 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |