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 9-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 | $78,363 | $160,055-51.0% | $140,016-44.0% | $135,375-42.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.17% | 911.38%-912.6pp | 651.12%-652.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $14,684 | $6,420+128.7% | $5,606+161.9% | $4,779+207.3% |
| Participant deferral / active EE | $14,004 | $7,642+83.3% | $6,927+102.2% | $5,609+149.7% |
| Admin fee / account holder | $126 | $13,328-99.1% | $10,705-98.8% | $10,827-98.8% |