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 | $58,890 | $106,543-44.7% | $91,220-35.4% | $134,475-56.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.43% | 160.60%-179.0pp | 114.01%-132.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $5,059 | $3,331+51.9% | $2,850+77.5% | $4,740+6.7% |
| Participant deferral / active EE | $5,922 | $4,719+25.5% | $4,234+39.9% | $6,400-7.5% |
| Admin fee / account holder | $155 | $6,231-97.5% | $5,420-97.1% | $11,426-98.6% |