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 | $75,292 | $180,449-58.3% | $154,107-51.1% | $135,375-44.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.51% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $12,291 | $6,035+103.7% | $5,298+132.0% | $4,779+157.2% |
| Participant deferral / active EE | $5,245 | $5,806-9.7% | $5,081+3.2% | $5,609-6.5% |
| Admin fee / account holder | $95 | $16,143-99.4% | $13,411-99.3% | $10,827-99.1% |