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 | $85,734 | $138,065-37.9% | $123,544-30.6% | $135,375-36.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.75% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,218 | $5,151-56.9% | $4,628-52.1% | $4,779-53.6% |
| Participant deferral / active EE | $4,487 | $6,799-34.0% | $6,426-30.2% | $5,609-20.0% |
| Admin fee / account holder | $30 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |