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 | $84,578 | $160,055-47.2% | $140,016-39.6% | $135,375-37.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.52% | 911.38%-915.9pp | 651.12%-655.6pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,782 | $6,420-72.2% | $5,606-68.2% | $4,779-62.7% |
| Participant deferral / active EE | $10,229 | $7,642+33.9% | $6,927+47.7% | $5,609+82.4% |
| Admin fee / account holder | $13 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |