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 | $46,163 | $138,065-66.6% | $123,544-62.6% | $135,375-65.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.57% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,731 | $5,151-47.0% | $4,628-41.0% | $4,779-42.9% |
| Participant deferral / active EE | $9,849 | $6,799+44.9% | $6,426+53.3% | $5,609+75.6% |
| Admin fee / account holder | $195 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |