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 | $85,932 | $129,942-33.9% | $104,294-17.6% | $134,475-36.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -4.58% | 42.03%-46.6pp | 24.61%-29.2pp | 417.96%-422.5pp |
| Employer contribution / active EE | $2,440 | $4,184-41.7% | $3,372-27.6% | $4,740-48.5% |
| Participant deferral / active EE | $12,333 | $5,588+120.7% | $4,625+166.7% | $6,400+92.7% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |