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 | $79,859 | $138,044-42.1% | $125,339-36.3% | $134,475-40.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.56% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,981 | $5,243-24.1% | $4,814-17.3% | $4,740-16.0% |
| Participant deferral / active EE | $8,519 | $7,799+9.2% | $7,446+14.4% | $6,400+33.1% |
| Admin fee / account holder | $121 | $11,571-99.0% | $10,010-98.8% | $11,426-98.9% |