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 | $41,391 | $168,632-75.5% | $147,614-72.0% | $125,391-67.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.07% | 77.65%-80.7pp | 61.98%-65.0pp | 282.22%-285.3pp |
| Employer contribution / active EE | $13,488 | $6,252+115.7% | $5,564+142.4% | $4,866+177.2% |
| Participant deferral / active EE | $14,000 | $5,507+154.2% | $4,895+186.0% | $5,352+161.6% |
| Admin fee / account holder | $64 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |