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 | $73,202 | $160,055-54.3% | $140,016-47.7% | $135,375-45.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.07% | 911.38%-918.5pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,154 | $6,420-50.9% | $5,606-43.7% | $4,779-34.0% |
| Participant deferral / active EE | $7,077 | $7,642-7.4% | $6,927+2.2% | $5,609+26.2% |
| Admin fee / account holder | $29 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |