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 | $83,792 | $138,044-39.3% | $125,339-33.1% | $134,475-37.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.92% | 750.33%-769.2pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,581 | $5,243-50.8% | $4,814-46.4% | $4,740-45.6% |
| Participant deferral / active EE | $14,998 | $7,799+92.3% | $7,446+101.4% | $6,400+134.4% |
| Admin fee / account holder | $126 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |