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 | $69,918 | $138,065-49.4% | $123,544-43.4% | $135,375-48.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.03% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $7,381 | $5,151+43.3% | $4,628+59.5% | $4,779+54.5% |
| Participant deferral / active EE | $6,059 | $6,799-10.9% | $6,426-5.7% | $5,609+8.0% |
| Admin fee / account holder | $236 | $10,916-97.8% | $9,284-97.5% | $10,827-97.8% |