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 | $71,249 | $138,044-48.4% | $125,339-43.2% | $134,475-47.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.97% | 750.33%-762.3pp | 572.05%-584.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $4,425 | $5,243-15.6% | $4,814-8.1% | $4,740-6.6% |
| Participant deferral / active EE | $7,617 | $7,799-2.3% | $7,446+2.3% | $6,400+19.0% |
| Admin fee / account holder | $193 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |