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 | $107,737 | $160,055-32.7% | $140,016-23.1% | $135,375-20.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.99% | 911.38%-914.4pp | 651.12%-654.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,221 | $6,420-65.4% | $5,606-60.4% | $4,779-53.5% |
| Participant deferral / active EE | $4,441 | $7,642-41.9% | $6,927-35.9% | $5,609-20.8% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |