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 | $120,973 | $168,632-28.3% | $147,614-18.0% | $125,391-3.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.63% | 77.65%-80.3pp | 61.98%-64.6pp | 282.22%-284.9pp |
| Employer contribution / active EE | $7,909 | $6,252+26.5% | $5,564+42.1% | $4,866+62.5% |
| Participant deferral / active EE | $4,442 | $5,507-19.3% | $4,895-9.3% | $5,352-17.0% |
| Admin fee / account holder | $101 | $13,580-99.3% | $11,611-99.1% | $9,540-98.9% |