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 | $53,325 | $168,632-68.4% | $147,614-63.9% | $125,391-57.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.22% | 77.65%-80.9pp | 61.98%-65.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $7,483 | $6,252+19.7% | $5,564+34.5% | $4,866+53.8% |
| Participant deferral / active EE | $6,608 | $5,507+20.0% | $4,895+35.0% | $5,352+23.5% |
| Admin fee / account holder | $287 | $13,580-97.9% | $11,611-97.5% | $9,540-97.0% |