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 | $93,835 | $138,065-32.0% | $123,544-24.0% | $135,375-30.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.81% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $9,413 | $5,151+82.7% | $4,628+103.4% | $4,779+97.0% |
| Participant deferral / active EE | $7,625 | $6,799+12.2% | $6,426+18.7% | $5,609+36.0% |
| Admin fee / account holder | $245 | $10,916-97.8% | $9,284-97.4% | $10,827-97.7% |