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 | $93,949 | $138,044-31.9% | $125,339-25.0% | $134,475-30.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.85% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $5,671 | $5,243+8.2% | $4,814+17.8% | $4,740+19.7% |
| Participant deferral / active EE | $6,365 | $7,799-18.4% | $7,446-14.5% | $6,400-0.5% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |