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 8-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 | $117,068 | $180,449-35.1% | $154,107-24.0% | $135,375-13.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.41% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $14,932 | $6,035+147.4% | $5,298+181.9% | $4,779+212.5% |
| Participant deferral / active EE | $8,403 | $5,806+44.7% | $5,081+65.4% | $5,609+49.8% |
| Admin fee / account holder | $186 | $16,143-98.8% | $13,411-98.6% | $10,827-98.3% |