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 | $41,162 | $138,065-70.2% | $123,544-66.7% | $135,375-69.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.03% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,748 | $5,151-46.7% | $4,628-40.6% | $4,779-42.5% |
| Participant deferral / active EE | $7,941 | $6,799+16.8% | $6,426+23.6% | $5,609+41.6% |
| Admin fee / account holder | $166 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |