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 | $102,356 | $138,065-25.9% | $123,544-17.2% | $135,375-24.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.08% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,148 | $5,151-58.3% | $4,628-53.6% | $4,779-55.1% |
| Participant deferral / active EE | $9,501 | $6,799+39.7% | $6,426+47.9% | $5,609+69.4% |
| Admin fee / account holder | $4 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |