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 | $71,030 | $138,065-48.6% | $123,544-42.5% | $135,375-47.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.26% | 153.68%-157.9pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,328 | $5,151-54.8% | $4,628-49.7% | $4,779-51.3% |
| Participant deferral / active EE | $7,278 | $6,799+7.0% | $6,426+13.3% | $5,609+29.8% |
| Admin fee / account holder | $41 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |