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 | $30,802 | $138,065-77.7% | $123,544-75.1% | $135,375-77.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.17% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,529 | $5,151-70.3% | $4,628-67.0% | $4,779-68.0% |
| Participant deferral / active EE | $5,863 | $6,799-13.8% | $6,426-8.8% | $5,609+4.5% |
| Admin fee / account holder | $157 | $10,916-98.6% | $9,284-98.3% | $10,827-98.5% |