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 | $108,773 | $168,632-35.5% | $147,614-26.3% | $125,391-13.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.39% | 77.65%-80.0pp | 61.98%-64.4pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,991 | $6,252-52.2% | $5,564-46.3% | $4,866-38.5% |
| Participant deferral / active EE | $2,314 | $5,507-58.0% | $4,895-52.7% | $5,352-56.8% |
| Admin fee / account holder | $14 | $13,580-99.9% | $11,611-99.9% | $9,540-99.8% |