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 | $56,837 | $138,065-58.8% | $123,544-54.0% | $135,375-58.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.85% | 153.68%-154.5pp | 119.20%-120.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $3,168 | $5,151-38.5% | $4,628-31.6% | $4,779-33.7% |
| Participant deferral / active EE | $5,446 | $6,799-19.9% | $6,426-15.2% | $5,609-2.9% |
| Admin fee / account holder | $107 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |