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 | $66,825 | $160,055-58.2% | $140,016-52.3% | $135,375-50.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.95% | 911.38%-917.3pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,691 | $6,420-26.9% | $5,606-16.3% | $4,779-1.8% |
| Participant deferral / active EE | $3,784 | $7,642-50.5% | $6,927-45.4% | $5,609-32.5% |
| Admin fee / account holder | $227 | $13,328-98.3% | $10,705-97.9% | $10,827-97.9% |