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 | $41,372 | $138,065-70.0% | $123,544-66.5% | $135,375-69.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.79% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,208 | $5,151-57.1% | $4,628-52.3% | $4,779-53.8% |
| Participant deferral / active EE | $3,326 | $6,799-51.1% | $6,426-48.2% | $5,609-40.7% |
| Admin fee / account holder | $231 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |