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 | $99,276 | $138,065-28.1% | $123,544-19.6% | $135,375-26.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.29% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,497 | $5,151-51.5% | $4,628-46.0% | $4,779-47.8% |
| Participant deferral / active EE | $4,035 | $6,799-40.7% | $6,426-37.2% | $5,609-28.1% |
| Admin fee / account holder | $132 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |