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 | $91,412 | $168,632-45.8% | $147,614-38.1% | $125,391-27.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.81% | 77.65%-79.5pp | 61.98%-63.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $6,735 | $6,252+7.7% | $5,564+21.0% | $4,866+38.4% |
| Participant deferral / active EE | $13,637 | $5,507+147.6% | $4,895+178.6% | $5,352+154.8% |
| Admin fee / account holder | $5 | $13,580-100.0% | $11,611-100.0% | $9,540-99.9% |