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 | $106,724 | $138,044-22.7% | $125,339-14.9% | $134,475-20.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -17.90% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,536 | $5,243-32.6% | $4,814-26.5% | $4,740-25.4% |
| Participant deferral / active EE | $8,243 | $7,799+5.7% | $7,446+10.7% | $6,400+28.8% |
| Admin fee / account holder | $171 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |