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 | $71,901 | $90,600-20.6% | $79,464-9.5% | $135,375-46.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.28% | 977.43%-980.7pp | 718.14%-721.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $9,713 | $3,068+216.6% | $2,800+246.8% | $4,779+103.2% |
| Participant deferral / active EE | $1,520 | $4,050-62.5% | $3,704-59.0% | $5,609-72.9% |
| Admin fee / account holder | $98 | $5,907-98.3% | $5,113-98.1% | $10,827-99.1% |