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 | $73,504 | $138,065-46.8% | $123,544-40.5% | $135,375-45.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.72% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $2,555 | $5,151-50.4% | $4,628-44.8% | $4,779-46.5% |
| Participant deferral / active EE | $5,760 | $6,799-15.3% | $6,426-10.4% | $5,609+2.7% |
| Admin fee / account holder | $104 | $10,916-99.1% | $9,284-98.9% | $10,827-99.0% |