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 | $61,591 | $138,065-55.4% | $123,544-50.1% | $135,375-54.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.36% | 153.68%-160.0pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,300 | $5,151-35.9% | $4,628-28.7% | $4,779-30.9% |
| Participant deferral / active EE | $7,260 | $6,799+6.8% | $6,426+13.0% | $5,609+29.4% |
| Admin fee / account holder | $214 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |