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 | $25,961 | $138,065-81.2% | $123,544-79.0% | $135,375-80.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.88% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,861 | $5,151-5.6% | $4,628+5.0% | $4,779+1.7% |
| Participant deferral / active EE | $6,077 | $6,799-10.6% | $6,426-5.4% | $5,609+8.3% |
| Admin fee / account holder | $189 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |