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 | $84,440 | $138,065-38.8% | $123,544-31.7% | $135,375-37.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.19% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $13,722 | $5,151+166.4% | $4,628+196.5% | $4,779+187.2% |
| Participant deferral / active EE | $10,732 | $6,799+57.8% | $6,426+67.0% | $5,609+91.3% |
| Admin fee / account holder | $13 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |