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 | $112,378 | $135,635-17.1% | $110,238+1.9% | $135,375-17.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.02% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,211 | $4,906-54.9% | $3,826-42.2% | $4,779-53.7% |
| Participant deferral / active EE | $6,376 | $5,506+15.8% | $4,672+36.5% | $5,609+13.7% |
| Admin fee / account holder | $241 | $11,457-97.9% | $8,547-97.2% | $10,827-97.8% |