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 | $92,903 | $92,703+0.2% | $82,719+12.3% | $134,475-30.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.66% | 944.92%-950.6pp | 701.18%-706.8pp | 417.96%-423.6pp |
| Employer contribution / active EE | $4,038 | $3,274+23.3% | $3,009+34.2% | $4,740-14.8% |
| Participant deferral / active EE | $1,929 | $4,802-59.8% | $4,395-56.1% | $6,400-69.9% |
| Admin fee / account holder | $17 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |