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 | $67,990 | $138,065-50.8% | $123,544-45.0% | $135,375-49.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.61% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $4,250 | $5,151-17.5% | $4,628-8.2% | $4,779-11.1% |
| Participant deferral / active EE | $18,552 | $6,799+172.9% | $6,426+188.7% | $5,609+230.8% |
| Admin fee / account holder | $131 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |