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 | $82,144 | $180,449-54.5% | $154,107-46.7% | $135,375-39.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.11% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $9,237 | $6,035+53.1% | $5,298+74.4% | $4,779+93.3% |
| Participant deferral / active EE | $4,443 | $5,806-23.5% | $5,081-12.6% | $5,609-20.8% |
| Admin fee / account holder | $238 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |