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 | $97,694 | $160,055-39.0% | $140,016-30.2% | $135,375-27.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.45% | 911.38%-915.8pp | 651.12%-655.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,454 | $6,420-61.8% | $5,606-56.2% | $4,779-48.6% |
| Participant deferral / active EE | $4,565 | $7,642-40.3% | $6,927-34.1% | $5,609-18.6% |
| Admin fee / account holder | $45 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |