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 | $90,223 | $160,055-43.6% | $140,016-35.6% | $135,375-33.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.78% | 911.38%-919.2pp | 651.12%-658.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,486 | $6,420-45.7% | $5,606-37.8% | $4,779-27.1% |
| Participant deferral / active EE | $7,631 | $7,642-0.1% | $6,927+10.2% | $5,609+36.1% |
| Admin fee / account holder | $106 | $13,328-99.2% | $10,705-99.0% | $10,827-99.0% |