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 | $109,564 | $180,449-39.3% | $154,107-28.9% | $135,375-19.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.77% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $6,275 | $6,035+4.0% | $5,298+18.4% | $4,779+31.3% |
| Participant deferral / active EE | $5,708 | $5,806-1.7% | $5,081+12.4% | $5,609+1.8% |
| Admin fee / account holder | $111 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |