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 | $89,083 | $138,065-35.5% | $123,544-27.9% | $135,375-34.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.84% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,260 | $5,151-36.7% | $4,628-29.6% | $4,779-31.8% |
| Participant deferral / active EE | $7,871 | $6,799+15.8% | $6,426+22.5% | $5,609+40.3% |
| Admin fee / account holder | $265 | $10,916-97.6% | $9,284-97.1% | $10,827-97.6% |