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 | $93,750 | $138,044-32.1% | $125,339-25.2% | $134,475-30.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.16% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,559 | $5,243-70.3% | $4,814-67.6% | $4,740-67.1% |
| Participant deferral / active EE | $9,223 | $7,799+18.3% | $7,446+23.9% | $6,400+44.1% |
| Admin fee / account holder | $214 | $11,571-98.2% | $10,010-97.9% | $11,426-98.1% |