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 | $103,629 | $190,805-45.7% | $159,960-35.2% | $134,475-22.9% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -19.09% | 552.23%-571.3pp | 408.60%-427.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $5,586 | $4,995+11.8% | $4,226+32.2% | $4,740+17.9% |
| Participant deferral / active EE | $9,418 | $6,923+36.0% | $6,182+52.3% | $6,400+47.2% |
| Admin fee / account holder | $138 | $10,471-98.7% | $8,698-98.4% | $11,426-98.8% |