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 9-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 | $107,397 | $168,632-36.3% | $147,614-27.2% | $125,391-14.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.81% | 77.65%-79.5pp | 61.98%-63.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,895 | $6,252-69.7% | $5,564-65.9% | $4,866-61.0% |
| Participant deferral / active EE | $7,329 | $5,507+33.1% | $4,895+49.7% | $5,352+37.0% |
| Admin fee / account holder | $49 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |