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 | $38,287 | $138,065-72.3% | $123,544-69.0% | $135,375-71.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.73% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $6,383 | $5,151+23.9% | $4,628+37.9% | $4,779+33.6% |
| Participant deferral / active EE | $6,461 | $6,799-5.0% | $6,426+0.5% | $5,609+15.2% |
| Admin fee / account holder | $284 | $10,916-97.4% | $9,284-96.9% | $10,827-97.4% |