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 | $43,599 | $138,065-68.4% | $123,544-64.7% | $135,375-67.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.10% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $5,361 | $5,151+4.1% | $4,628+15.9% | $4,779+12.2% |
| Participant deferral / active EE | $7,195 | $6,799+5.8% | $6,426+12.0% | $5,609+28.3% |
| Admin fee / account holder | $146 | $10,916-98.7% | $9,284-98.4% | $10,827-98.7% |