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 | $23,850 | $138,065-82.7% | $123,544-80.7% | $135,375-82.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -3.99% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $5,619 | $5,151+9.1% | $4,628+21.4% | $4,779+17.6% |
| Participant deferral / active EE | $6,502 | $6,799-4.4% | $6,426+1.2% | $5,609+15.9% |
| Admin fee / account holder | $237 | $10,916-97.8% | $9,284-97.5% | $10,827-97.8% |