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 | $74,586 | $106,543-30.0% | $91,220-18.2% | $134,475-44.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.51% | 160.60%-172.1pp | 114.01%-125.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $8,095 | $3,331+143.1% | $2,850+184.0% | $4,740+70.8% |
| Participant deferral / active EE | $3,993 | $4,719-15.4% | $4,234-5.7% | $6,400-37.6% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |