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 | $62,780 | $138,044-54.5% | $125,339-49.9% | $134,475-53.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.88% | 750.33%-754.2pp | 572.05%-575.9pp | 417.96%-421.8pp |
| Employer contribution / active EE | $2,478 | $5,243-52.7% | $4,814-48.5% | $4,740-47.7% |
| Participant deferral / active EE | $4,056 | $7,799-48.0% | $7,446-45.5% | $6,400-36.6% |
| Admin fee / account holder | $136 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |