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 | $64,782 | $138,065-53.1% | $123,544-47.6% | $135,375-52.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.17% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $5,328 | $5,151+3.4% | $4,628+15.1% | $4,779+11.5% |
| Participant deferral / active EE | $7,386 | $6,799+8.6% | $6,426+15.0% | $5,609+31.7% |
| Admin fee / account holder | $83 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |