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 | $75,105 | $138,065-45.6% | $123,544-39.2% | $135,375-44.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.79% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,483 | $5,151-51.8% | $4,628-46.3% | $4,779-48.0% |
| Participant deferral / active EE | $2,990 | $6,799-56.0% | $6,426-53.5% | $5,609-46.7% |
| Admin fee / account holder | $211 | $10,916-98.1% | $9,284-97.7% | $10,827-98.0% |