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 4-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 | $85,573 | $168,632-49.3% | $147,614-42.0% | $125,391-31.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.74% | 77.65%-78.4pp | 61.98%-62.7pp | 282.22%-283.0pp |
| Employer contribution / active EE | $3,733 | $6,252-40.3% | $5,564-32.9% | $4,866-23.3% |
| Participant deferral / active EE | $10,150 | $5,507+84.3% | $4,895+107.3% | $5,352+89.7% |
| Admin fee / account holder | $61 | $13,580-99.5% | $11,611-99.5% | $9,540-99.4% |