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 | $50,099 | $106,543-53.0% | $91,220-45.1% | $134,475-62.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.31% | 160.60%-177.9pp | 114.01%-131.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $8,690 | $3,331+160.9% | $2,850+204.9% | $4,740+83.3% |
| Participant deferral / active EE | $5,188 | $4,719+9.9% | $4,234+22.5% | $6,400-18.9% |
| Admin fee / account holder | $236 | $6,231-96.2% | $5,420-95.6% | $11,426-97.9% |