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 | $84,836 | $138,044-38.5% | $125,339-32.3% | $134,475-36.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.33% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,156 | $5,243-39.8% | $4,814-34.4% | $4,740-33.4% |
| Participant deferral / active EE | $9,757 | $7,799+25.1% | $7,446+31.0% | $6,400+52.5% |
| Admin fee / account holder | $87 | $11,571-99.3% | $10,010-99.1% | $11,426-99.2% |