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 | $102,488 | $160,055-36.0% | $140,016-26.8% | $135,375-24.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.34% | 911.38%-916.7pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $6,850 | $6,420+6.7% | $5,606+22.2% | $4,779+43.3% |
| Participant deferral / active EE | $10,467 | $7,642+37.0% | $6,927+51.1% | $5,609+86.6% |
| Admin fee / account holder | $49 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |