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 | $84,537 | $138,065-38.8% | $123,544-31.6% | $135,375-37.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.75% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,014 | $5,151-41.5% | $4,628-34.9% | $4,779-36.9% |
| Participant deferral / active EE | $3,645 | $6,799-46.4% | $6,426-43.3% | $5,609-35.0% |
| Admin fee / account holder | $212 | $10,916-98.1% | $9,284-97.7% | $10,827-98.0% |