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 | $76,775 | $138,065-44.4% | $123,544-37.9% | $135,375-43.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.95% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,714 | $5,151-47.3% | $4,628-41.4% | $4,779-43.2% |
| Participant deferral / active EE | $4,222 | $6,799-37.9% | $6,426-34.3% | $5,609-24.7% |
| Admin fee / account holder | $168 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |