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 | $46,986 | $138,065-66.0% | $123,544-62.0% | $135,375-65.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.84% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,139 | $5,151-58.5% | $4,628-53.8% | $4,779-55.2% |
| Participant deferral / active EE | $7,322 | $6,799+7.7% | $6,426+13.9% | $5,609+30.5% |
| Admin fee / account holder | $178 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |