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 | $67,554 | $160,055-57.8% | $140,016-51.8% | $135,375-50.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.24% | 911.38%-916.6pp | 651.12%-656.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $11,016 | $6,420+71.6% | $5,606+96.5% | $4,779+130.5% |
| Participant deferral / active EE | $7,124 | $7,642-6.8% | $6,927+2.8% | $5,609+27.0% |
| Admin fee / account holder | $148 | $13,328-98.9% | $10,705-98.6% | $10,827-98.6% |