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 | $97,227 | $138,065-29.6% | $123,544-21.3% | $135,375-28.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.68% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $7,683 | $5,151+49.1% | $4,628+66.0% | $4,779+60.8% |
| Participant deferral / active EE | $6,743 | $6,799-0.8% | $6,426+4.9% | $5,609+20.2% |
| Admin fee / account holder | $26 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |