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 | $53,599 | $138,065-61.2% | $123,544-56.6% | $135,375-60.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.20% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,430 | $5,151-72.2% | $4,628-69.1% | $4,779-70.1% |
| Participant deferral / active EE | $6,433 | $6,799-5.4% | $6,426+0.1% | $5,609+14.7% |
| Admin fee / account holder | $289 | $10,916-97.3% | $9,284-96.9% | $10,827-97.3% |