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 | $123,799 | $160,055-22.7% | $140,016-11.6% | $135,375-8.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.11% | 911.38%-914.5pp | 651.12%-654.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $3,678 | $6,420-42.7% | $5,606-34.4% | $4,779-23.0% |
| Participant deferral / active EE | $4,625 | $7,642-39.5% | $6,927-33.2% | $5,609-17.5% |
| Admin fee / account holder | $125 | $13,328-99.1% | $10,705-98.8% | $10,827-98.8% |