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 | $120,165 | $138,065-13.0% | $123,544-2.7% | $135,375-11.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.17% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $15,660 | $5,151+204.0% | $4,628+238.4% | $4,779+227.7% |
| Participant deferral / active EE | $8,992 | $6,799+32.3% | $6,426+39.9% | $5,609+60.3% |
| Admin fee / account holder | $224 | $10,916-98.0% | $9,284-97.6% | $10,827-97.9% |