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 | $91,683 | $180,449-49.2% | $154,107-40.5% | $135,375-32.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.17% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $8,088 | $6,035+34.0% | $5,298+52.7% | $4,779+69.2% |
| Participant deferral / active EE | $5,657 | $5,806-2.6% | $5,081+11.3% | $5,609+0.9% |
| Admin fee / account holder | $126 | $16,143-99.2% | $13,411-99.1% | $10,827-98.8% |