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 | $41,183 | $197,825-79.2% | $155,790-73.6% | $125,391-67.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.71% | 86.74%-88.5pp | 71.54%-73.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,491 | $4,847-48.6% | $3,836-35.1% | $4,866-48.8% |
| Participant deferral / active EE | $9,850 | $5,630+75.0% | $4,797+105.3% | $5,352+84.1% |
| Admin fee / account holder | $181 | $9,545-98.1% | $7,478-97.6% | $9,540-98.1% |