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 | $59,409 | $138,065-57.0% | $123,544-51.9% | $135,375-56.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.40% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $5,683 | $5,151+10.3% | $4,628+22.8% | $4,779+18.9% |
| Participant deferral / active EE | $6,406 | $6,799-5.8% | $6,426-0.3% | $5,609+14.2% |
| Admin fee / account holder | $75 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |