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 | $104,337 | $190,805-45.3% | $159,960-34.8% | $134,475-22.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.23% | 552.23%-567.5pp | 408.60%-423.8pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,756 | $4,995-24.8% | $4,226-11.1% | $4,740-20.8% |
| Participant deferral / active EE | $3,756 | $6,923-45.7% | $6,182-39.2% | $6,400-41.3% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |