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 | $74,018 | $160,055-53.8% | $140,016-47.1% | $135,375-45.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.14% | 911.38%-920.5pp | 651.12%-660.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $5,251 | $6,420-18.2% | $5,606-6.3% | $4,779+9.9% |
| Participant deferral / active EE | $11,163 | $7,642+46.1% | $6,927+61.2% | $5,609+99.0% |
| Admin fee / account holder | $186 | $13,328-98.6% | $10,705-98.3% | $10,827-98.3% |