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 | $108,969 | $180,449-39.6% | $154,107-29.3% | $135,375-19.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.09% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $10,434 | $6,035+72.9% | $5,298+97.0% | $4,779+118.3% |
| Participant deferral / active EE | $5,162 | $5,806-11.1% | $5,081+1.6% | $5,609-8.0% |
| Admin fee / account holder | $297 | $16,143-98.2% | $13,411-97.8% | $10,827-97.3% |