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 | $77,436 | $180,449-57.1% | $154,107-49.8% | $135,375-42.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.69% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,669 | $6,035-22.6% | $5,298-11.9% | $4,779-2.3% |
| Participant deferral / active EE | $4,325 | $5,806-25.5% | $5,081-14.9% | $5,609-22.9% |
| Admin fee / account holder | $241 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |