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 | $88,317 | $135,635-34.9% | $110,238-19.9% | $135,375-34.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.28% | 513.19%-513.5pp | 314.74%-315.0pp | 519.73%-520.0pp |
| Employer contribution / active EE | $6,797 | $4,906+38.5% | $3,826+77.6% | $4,779+42.2% |
| Participant deferral / active EE | $5,800 | $5,506+5.3% | $4,672+24.1% | $5,609+3.4% |
| Admin fee / account holder | $97 | $11,457-99.2% | $8,547-98.9% | $10,827-99.1% |