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 | $69,544 | $135,635-48.7% | $110,238-36.9% | $135,375-48.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.84% | 513.19%-520.0pp | 314.74%-321.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,091 | $4,906-57.4% | $3,826-45.4% | $4,779-56.2% |
| Participant deferral / active EE | $5,763 | $5,506+4.7% | $4,672+23.4% | $5,609+2.8% |
| Admin fee / account holder | $38 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |