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 | $104,448 | $138,044-24.3% | $125,339-16.7% | $134,475-22.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.73% | 750.33%-757.1pp | 572.05%-578.8pp | 417.96%-424.7pp |
| Employer contribution / active EE | $1,995 | $5,243-61.9% | $4,814-58.5% | $4,740-57.9% |
| Participant deferral / active EE | $4,594 | $7,799-41.1% | $7,446-38.3% | $6,400-28.2% |
| Admin fee / account holder | $67 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |