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 | $124,447 | $90,600+37.4% | $79,464+56.6% | $135,375-8.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.88% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,584 | $3,068-15.8% | $2,800-7.7% | $4,779-45.9% |
| Participant deferral / active EE | $7,896 | $4,050+95.0% | $3,704+113.2% | $5,609+40.8% |
| Admin fee / account holder | $18 | $5,907-99.7% | $5,113-99.7% | $10,827-99.8% |