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 | $93,101 | $180,449-48.4% | $154,107-39.6% | $135,375-31.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.82% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $29,077 | $6,035+381.8% | $5,298+448.9% | $4,779+508.5% |
| Participant deferral / active EE | $20,555 | $5,806+254.0% | $5,081+304.6% | $5,609+266.5% |
| Admin fee / account holder | $169 | $16,143-99.0% | $13,411-98.7% | $10,827-98.4% |