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 | $99,694 | $138,065-27.8% | $123,544-19.3% | $135,375-26.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.84% | 153.68%-154.5pp | 119.20%-120.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $2,366 | $5,151-54.1% | $4,628-48.9% | $4,779-50.5% |
| Participant deferral / active EE | $6,882 | $6,799+1.2% | $6,426+7.1% | $5,609+22.7% |
| Admin fee / account holder | $60 | $10,916-99.5% | $9,284-99.4% | $10,827-99.4% |