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 5-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 | $108,271 | $92,703+16.8% | $82,719+30.9% | $134,475-19.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.24% | 944.92%-958.2pp | 701.18%-714.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $26,331 | $3,274+704.3% | $3,009+775.1% | $4,740+455.6% |
| Participant deferral / active EE | $10,444 | $4,802+117.5% | $4,395+137.6% | $6,400+63.2% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |