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 | $35,596 | $168,632-78.9% | $147,614-75.9% | $125,391-71.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.48% | 77.65%-78.1pp | 61.98%-62.5pp | 282.22%-282.7pp |
| Employer contribution / active EE | $11,474 | $6,252+83.5% | $5,564+106.2% | $4,866+135.8% |
| Participant deferral / active EE | $3,201 | $5,507-41.9% | $4,895-34.6% | $5,352-40.2% |
| Admin fee / account holder | $60 | $13,580-99.6% | $11,611-99.5% | $9,540-99.4% |