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 | $26,452 | $135,635-80.5% | $110,238-76.0% | $135,375-80.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.94% | 513.19%-520.1pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,555 | $4,906-47.9% | $3,826-33.2% | $4,779-46.5% |
| Participant deferral / active EE | $2,932 | $5,506-46.7% | $4,672-37.2% | $5,609-47.7% |
| Admin fee / account holder | $220 | $11,457-98.1% | $8,547-97.4% | $10,827-98.0% |