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 | $93,018 | $138,065-32.6% | $123,544-24.7% | $135,375-31.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.92% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $5,124 | $5,151-0.5% | $4,628+10.7% | $4,779+7.2% |
| Participant deferral / active EE | $8,383 | $6,799+23.3% | $6,426+30.5% | $5,609+49.5% |
| Admin fee / account holder | $190 | $10,916-98.3% | $9,284-98.0% | $10,827-98.2% |