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 | $117,374 | $160,055-26.7% | $140,016-16.2% | $135,375-13.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.58% | 911.38%-920.0pp | 651.12%-659.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,156 | $6,420-50.8% | $5,606-43.7% | $4,779-34.0% |
| Participant deferral / active EE | $12,676 | $7,642+65.9% | $6,927+83.0% | $5,609+126.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |