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 | $103,530 | $168,632-38.6% | $147,614-29.9% | $125,391-17.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.85% | 77.65%-78.5pp | 61.98%-62.8pp | 282.22%-283.1pp |
| Employer contribution / active EE | $3,747 | $6,252-40.1% | $5,564-32.7% | $4,866-23.0% |
| Participant deferral / active EE | $8,125 | $5,507+47.5% | $4,895+66.0% | $5,352+51.8% |
| Admin fee / account holder | $18 | $13,580-99.9% | $11,611-99.8% | $9,540-99.8% |