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 | $71,310 | $106,543-33.1% | $91,220-21.8% | $134,475-47.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.91% | 160.60%-180.5pp | 114.01%-133.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $9,337 | $3,331+180.3% | $2,850+227.6% | $4,740+97.0% |
| Participant deferral / active EE | $8,240 | $4,719+74.6% | $4,234+94.6% | $6,400+28.8% |
| Admin fee / account holder | $247 | $6,231-96.0% | $5,420-95.4% | $11,426-97.8% |