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 | $109,153 | $92,703+17.7% | $82,719+32.0% | $134,475-18.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.28% | 944.92%-965.2pp | 701.18%-721.5pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,648 | $3,274+11.4% | $3,009+21.2% | $4,740-23.0% |
| Participant deferral / active EE | $8,881 | $4,802+84.9% | $4,395+102.1% | $6,400+38.8% |
| Admin fee / account holder | $14 | $5,983-99.8% | $5,329-99.7% | $11,426-99.9% |