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 | $100,069 | $180,449-44.5% | $154,107-35.1% | $135,375-26.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.27% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $4,035 | $6,035-33.1% | $5,298-23.8% | $4,779-15.6% |
| Participant deferral / active EE | $7,041 | $5,806+21.3% | $5,081+38.6% | $5,609+25.5% |
| Admin fee / account holder | $49 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |