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 | $57,392 | $190,805-69.9% | $159,960-64.1% | $134,475-57.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.72% | 552.23%-572.0pp | 408.60%-428.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $8,893 | $4,995+78.0% | $4,226+110.4% | $4,740+87.6% |
| Participant deferral / active EE | $2,229 | $6,923-67.8% | $6,182-63.9% | $6,400-65.2% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |