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 7-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 | $100,180 | $138,044-27.4% | $125,339-20.1% | $134,475-25.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.53% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,410 | $5,243-54.0% | $4,814-49.9% | $4,740-49.2% |
| Participant deferral / active EE | $6,302 | $7,799-19.2% | $7,446-15.4% | $6,400-1.5% |
| Admin fee / account holder | $146 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |