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 | $133,532 | $92,703+44.0% | $82,719+61.4% | $134,475-0.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.67% | 944.92%-962.6pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $6,473 | $3,274+97.7% | $3,009+115.1% | $4,740+36.6% |
| Participant deferral / active EE | $11,409 | $4,802+137.6% | $4,395+159.6% | $6,400+78.3% |
| Admin fee / account holder | $25 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |