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 9-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 | $64,982 | $135,635-52.1% | $110,238-41.1% | $135,375-52.0% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.8%+14.3pp | 82.6%+11.5pp |
| Annual return | -6.92% | 513.19%-520.1pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,573 | $4,906-27.2% | $3,826-6.6% | $4,779-25.2% |
| Participant deferral / active EE | $9,845 | $5,506+78.8% | $4,672+110.7% | $5,609+75.5% |
| Admin fee / account holder | $100 | $11,457-99.1% | $8,547-98.8% | $10,827-99.1% |