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 | $97,841 | $138,065-29.1% | $123,544-20.8% | $135,375-27.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.36% | 153.68%-155.0pp | 119.20%-120.6pp | 519.73%-521.1pp |
| Employer contribution / active EE | $2,580 | $5,151-49.9% | $4,628-44.3% | $4,779-46.0% |
| Participant deferral / active EE | $7,485 | $6,799+10.1% | $6,426+16.5% | $5,609+33.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |