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 | $53,933 | $138,065-60.9% | $123,544-56.3% | $135,375-60.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.00% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $10,243 | $5,151+98.8% | $4,628+121.3% | $4,779+114.3% |
| Participant deferral / active EE | $9,367 | $6,799+37.8% | $6,426+45.8% | $5,609+67.0% |
| Admin fee / account holder | $294 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |