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 | $29,555 | $138,065-78.6% | $123,544-76.1% | $135,375-78.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.66% | 153.68%-162.3pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $5,493 | $5,151+6.6% | $4,628+18.7% | $4,779+14.9% |
| Participant deferral / active EE | $3,095 | $6,799-54.5% | $6,426-51.8% | $5,609-44.8% |
| Admin fee / account holder | $210 | $10,916-98.1% | $9,284-97.7% | $10,827-98.1% |