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 | $98,207 | $135,635-27.6% | $110,238-10.9% | $135,375-27.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.28% | 513.19%-521.5pp | 314.74%-323.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,965 | $4,906-39.6% | $3,826-22.5% | $4,779-38.0% |
| Participant deferral / active EE | $11,229 | $5,506+103.9% | $4,672+140.4% | $5,609+100.2% |
| Admin fee / account holder | $225 | $11,457-98.0% | $8,547-97.4% | $10,827-97.9% |