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 | $102,113 | $138,065-26.0% | $123,544-17.3% | $135,375-24.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.77% | 153.68%-162.4pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $14,937 | $5,151+190.0% | $4,628+222.8% | $4,779+212.6% |
| Participant deferral / active EE | $17,467 | $6,799+156.9% | $6,426+171.8% | $5,609+211.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |