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 | $95,464 | $138,065-30.9% | $123,544-22.7% | $135,375-29.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.78% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,161 | $5,151-58.0% | $4,628-53.3% | $4,779-54.8% |
| Participant deferral / active EE | $4,457 | $6,799-34.4% | $6,426-30.6% | $5,609-20.5% |
| Admin fee / account holder | $106 | $10,916-99.0% | $9,284-98.9% | $10,827-99.0% |