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 | $116,421 | $180,449-35.5% | $154,107-24.5% | $135,375-14.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.25% | 888.09%-889.3pp | 735.12%-736.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $4,364 | $6,035-27.7% | $5,298-17.6% | $4,779-8.7% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $166 | $16,143-99.0% | $13,411-98.8% | $10,827-98.5% |