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 | $119,950 | $92,703+29.4% | $82,719+45.0% | $134,475-10.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.67% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,797 | $3,274+16.0% | $3,009+26.2% | $4,740-19.9% |
| Participant deferral / active EE | $9,794 | $4,802+104.0% | $4,395+122.8% | $6,400+53.0% |
| Admin fee / account holder | $61 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |