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 | $122,633 | $160,055-23.4% | $140,016-12.4% | $135,375-9.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.13% | 911.38%-916.5pp | 651.12%-656.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $4,023 | $6,420-37.3% | $5,606-28.2% | $4,779-15.8% |
| Participant deferral / active EE | $6,156 | $7,642-19.4% | $6,927-11.1% | $5,609+9.8% |
| Admin fee / account holder | $247 | $13,328-98.1% | $10,705-97.7% | $10,827-97.7% |