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 | $83,799 | $90,600-7.5% | $79,464+5.5% | $135,375-38.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.67% | 977.43%-987.1pp | 718.14%-727.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $8,630 | $3,068+181.3% | $2,800+208.2% | $4,779+80.6% |
| Participant deferral / active EE | $4,547 | $4,050+12.3% | $3,704+22.8% | $5,609-18.9% |
| Admin fee / account holder | $295 | $5,907-95.0% | $5,113-94.2% | $10,827-97.3% |