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 | $104,840 | $127,386-17.7% | $115,037-8.9% | $125,391-16.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.39% | 31.28%-31.7pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,968 | $5,166-42.5% | $4,608-35.6% | $4,866-39.0% |
| Participant deferral / active EE | $6,866 | $6,423+6.9% | $6,026+13.9% | $5,352+28.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |