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 | $121,227 | $180,449-32.8% | $154,107-21.3% | $135,375-10.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.25% | 888.09%-895.3pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $5,385 | $6,035-10.8% | $5,298+1.7% | $4,779+12.7% |
| Participant deferral / active EE | $8,054 | $5,806+38.7% | $5,081+58.5% | $5,609+43.6% |
| Admin fee / account holder | $95 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |