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 | $88,613 | $138,044-35.8% | $125,339-29.3% | $134,475-34.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.11% | 750.33%-763.4pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $8,908 | $5,243+69.9% | $4,814+85.0% | $4,740+87.9% |
| Participant deferral / active EE | $7,945 | $7,799+1.9% | $7,446+6.7% | $6,400+24.1% |
| Admin fee / account holder | $173 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |