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 | $53,980 | $197,825-72.7% | $155,790-65.4% | $125,391-57.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.61% | 86.74%-87.3pp | 71.54%-72.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $25,250 | $4,847+421.0% | $3,836+558.2% | $4,866+418.9% |
| Participant deferral / active EE | $5,000 | $5,630-11.2% | $4,797+4.2% | $5,352-6.6% |
| Admin fee / account holder | $184 | $9,545-98.1% | $7,478-97.5% | $9,540-98.1% |