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 | $59,959 | $138,065-56.6% | $123,544-51.5% | $135,375-55.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.65% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,266 | $5,151-75.4% | $4,628-72.6% | $4,779-73.5% |
| Participant deferral / active EE | $5,750 | $6,799-15.4% | $6,426-10.5% | $5,609+2.5% |
| Admin fee / account holder | $25 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |