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 | $85,370 | $84,402+1.1% | $61,373+39.1% | $134,475-36.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.87% | 584.55%-599.4pp | 338.61%-353.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,548 | $1,544+0.2% | $1,159+33.5% | $4,740-67.3% |
| Participant deferral / active EE | $7,776 | $2,819+175.9% | $2,125+266.0% | $6,400+21.5% |
| Admin fee / account holder | $162 | $2,585-93.7% | $2,130-92.4% | $11,426-98.6% |