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 | $42,316 | $138,065-69.4% | $123,544-65.7% | $135,375-68.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.62% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,541 | $5,151-50.7% | $4,628-45.1% | $4,779-46.8% |
| Participant deferral / active EE | $5,203 | $6,799-23.5% | $6,426-19.0% | $5,609-7.2% |
| Admin fee / account holder | $94 | $10,916-99.1% | $9,284-99.0% | $10,827-99.1% |