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 | $102,477 | $180,449-43.2% | $154,107-33.5% | $135,375-24.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.53% | 888.09%-889.6pp | 735.12%-736.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,703 | $6,035-38.6% | $5,298-30.1% | $4,779-22.5% |
| Participant deferral / active EE | $8,390 | $5,806+44.5% | $5,081+65.1% | $5,609+49.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |