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 | $72,846 | $135,635-46.3% | $110,238-33.9% | $135,375-46.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.52% | 513.19%-517.7pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,473 | $4,906-49.6% | $3,826-35.4% | $4,779-48.3% |
| Participant deferral / active EE | $5,088 | $5,506-7.6% | $4,672+8.9% | $5,609-9.3% |
| Admin fee / account holder | $155 | $11,457-98.6% | $8,547-98.2% | $10,827-98.6% |