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 | $95,262 | $138,065-31.0% | $123,544-22.9% | $135,375-29.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.09% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,483 | $5,151-51.8% | $4,628-46.3% | $4,779-48.0% |
| Participant deferral / active EE | $10,450 | $6,799+53.7% | $6,426+62.6% | $5,609+86.3% |
| Admin fee / account holder | $252 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |