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 | $84,794 | $138,044-38.6% | $125,339-32.3% | $134,475-36.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.06% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,748 | $5,243-66.7% | $4,814-63.7% | $4,740-63.1% |
| Participant deferral / active EE | $7,897 | $7,799+1.3% | $7,446+6.1% | $6,400+23.4% |
| Admin fee / account holder | $218 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |