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 | $86,769 | $160,055-45.8% | $140,016-38.0% | $135,375-35.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.76% | 911.38%-920.1pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $4,122 | $6,420-35.8% | $5,606-26.5% | $4,779-13.7% |
| Participant deferral / active EE | $7,868 | $7,642+3.0% | $6,927+13.6% | $5,609+40.3% |
| Admin fee / account holder | $5 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |