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 | $33,812 | $138,065-75.5% | $123,544-72.6% | $135,375-75.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.80% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $11,183 | $5,151+117.1% | $4,628+141.7% | $4,779+134.0% |
| Participant deferral / active EE | $4,350 | $6,799-36.0% | $6,426-32.3% | $5,609-22.4% |
| Admin fee / account holder | $103 | $10,916-99.1% | $9,284-98.9% | $10,827-99.0% |