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 | $64,221 | $135,635-52.7% | $110,238-41.7% | $135,375-52.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.58% | 513.19%-517.8pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,039 | $4,906-58.4% | $3,826-46.7% | $4,779-57.3% |
| Participant deferral / active EE | $6,933 | $5,506+25.9% | $4,672+48.4% | $5,609+23.6% |
| Admin fee / account holder | $143 | $11,457-98.7% | $8,547-98.3% | $10,827-98.7% |