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 | $110,593 | $138,065-19.9% | $123,544-10.5% | $135,375-18.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.55% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,181 | $5,151+39.4% | $4,628+55.2% | $4,779+50.3% |
| Participant deferral / active EE | $6,290 | $6,799-7.5% | $6,426-2.1% | $5,609+12.1% |
| Admin fee / account holder | $31 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |