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 | $63,989 | $138,065-53.7% | $123,544-48.2% | $135,375-52.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.53% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $5,251 | $5,151+1.9% | $4,628+13.5% | $4,779+9.9% |
| Participant deferral / active EE | $10,455 | $6,799+53.8% | $6,426+62.7% | $5,609+86.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |