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 | $55,347 | $135,635-59.2% | $110,238-49.8% | $135,375-59.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.58% | 513.19%-516.8pp | 314.74%-318.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,919 | $4,906-60.9% | $3,826-49.9% | $4,779-59.9% |
| Participant deferral / active EE | $5,688 | $5,506+3.3% | $4,672+21.7% | $5,609+1.4% |
| Admin fee / account holder | $177 | $11,457-98.5% | $8,547-97.9% | $10,827-98.4% |