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 | $43,081 | $138,065-68.8% | $123,544-65.1% | $135,375-68.2% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -4.78% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $8,915 | $5,151+73.1% | $4,628+92.6% | $4,779+86.6% |
| Participant deferral / active EE | $12,053 | $6,799+77.3% | $6,426+87.6% | $5,609+114.9% |
| Admin fee / account holder | $160 | $10,916-98.5% | $9,284-98.3% | $10,827-98.5% |