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 | $112,615 | $160,055-29.6% | $140,016-19.6% | $135,375-16.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.96% | 911.38%-919.3pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $11,691 | $6,420+82.1% | $5,606+108.6% | $4,779+144.7% |
| Participant deferral / active EE | $11,175 | $7,642+46.2% | $6,927+61.3% | $5,609+99.2% |
| Admin fee / account holder | $28 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |