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 | $43,848 | $138,065-68.2% | $123,544-64.5% | $135,375-67.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.98% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,802 | $5,151-65.0% | $4,628-61.1% | $4,779-62.3% |
| Participant deferral / active EE | $10,300 | $6,799+51.5% | $6,426+60.3% | $5,609+83.6% |
| Admin fee / account holder | $40 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |