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 | $30,979 | $138,065-77.6% | $123,544-74.9% | $135,375-77.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.33% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $6,571 | $5,151+27.6% | $4,628+42.0% | $4,779+37.5% |
| Participant deferral / active EE | $4,242 | $6,799-37.6% | $6,426-34.0% | $5,609-24.4% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |