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 | $88,298 | $152,509-42.1% | $117,472-24.8% | $134,475-34.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.01% | 52.99%-69.0pp | 29.74%-45.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $17,781 | $5,571+219.2% | $4,176+325.8% | $4,740+275.1% |
| Participant deferral / active EE | $16,882 | $4,818+250.4% | $4,070+314.8% | $6,400+163.8% |
| Admin fee / account holder | $102 | $7,004-98.5% | $5,645-98.2% | $11,426-99.1% |