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 | $124,415 | $138,044-9.9% | $125,339-0.7% | $134,475-7.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.07% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,472 | $5,243-14.7% | $4,814-7.1% | $4,740-5.6% |
| Participant deferral / active EE | $8,009 | $7,799+2.7% | $7,446+7.6% | $6,400+25.1% |
| Admin fee / account holder | $77 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |