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 | $119,908 | $138,044-13.1% | $125,339-4.3% | $134,475-10.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.54% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,554 | $5,243-32.2% | $4,814-26.2% | $4,740-25.0% |
| Participant deferral / active EE | $11,424 | $7,799+46.5% | $7,446+53.4% | $6,400+78.5% |
| Admin fee / account holder | -$52 | $11,571-100.5% | $10,010-100.5% | $11,426-100.5% |