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 | $88,950 | $135,635-34.4% | $110,238-19.3% | $135,375-34.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.27% | 513.19%-519.5pp | 314.74%-321.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $5,165 | $4,906+5.3% | $3,826+35.0% | $4,779+8.1% |
| Participant deferral / active EE | $7,270 | $5,506+32.0% | $4,672+55.6% | $5,609+29.6% |
| Admin fee / account holder | $27 | $11,457-99.8% | $8,547-99.7% | $10,827-99.8% |