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 | $96,294 | $138,044-30.2% | $125,339-23.2% | $134,475-28.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.53% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,440 | $5,243-15.3% | $4,814-7.8% | $4,740-6.3% |
| Participant deferral / active EE | $8,916 | $7,799+14.3% | $7,446+19.7% | $6,400+39.3% |
| Admin fee / account holder | $225 | $11,571-98.1% | $10,010-97.8% | $11,426-98.0% |