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 | $101,832 | $180,449-43.6% | $154,107-33.9% | $135,375-24.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.34% | 888.09%-895.4pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $8,253 | $6,035+36.8% | $5,298+55.8% | $4,779+72.7% |
| Participant deferral / active EE | $6,520 | $5,806+12.3% | $5,081+28.3% | $5,609+16.2% |
| Admin fee / account holder | $184 | $16,143-98.9% | $13,411-98.6% | $10,827-98.3% |