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 | $122,232 | $180,449-32.3% | $154,107-20.7% | $135,375-9.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.21% | 888.09%-889.3pp | 735.12%-736.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $13,023 | $6,035+115.8% | $5,298+145.8% | $4,779+172.5% |
| Participant deferral / active EE | $8,183 | $5,806+40.9% | $5,081+61.1% | $5,609+45.9% |
| Admin fee / account holder | $138 | $16,143-99.1% | $13,411-99.0% | $10,827-98.7% |