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 | $62,892 | $147,727-57.4% | $115,756-45.7% | $134,475-53.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -14.33% | 73.96%-88.3pp | 143.14%-157.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,508 | $4,713-46.8% | $3,793-33.9% | $4,740-47.1% |
| Participant deferral / active EE | $7,143 | $7,563-5.6% | $6,254+14.2% | $6,400+11.6% |
| Admin fee / account holder | $268 | $14,571-98.2% | $8,124-96.7% | $11,426-97.7% |