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 | $23,405 | $138,065-83.0% | $123,544-81.1% | $135,375-82.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.32% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $9,794 | $5,151+90.1% | $4,628+111.6% | $4,779+104.9% |
| Participant deferral / active EE | $3,407 | $6,799-49.9% | $6,426-47.0% | $5,609-39.3% |
| Admin fee / account holder | $140 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |