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 | $41,304 | $135,635-69.5% | $110,238-62.5% | $135,375-69.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.16% | 513.19%-520.3pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $7,064 | $4,906+44.0% | $3,826+84.6% | $4,779+47.8% |
| Participant deferral / active EE | $7,672 | $5,506+39.3% | $4,672+64.2% | $5,609+36.8% |
| Admin fee / account holder | $260 | $11,457-97.7% | $8,547-97.0% | $10,827-97.6% |