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 | $81,960 | $138,065-40.6% | $123,544-33.7% | $135,375-39.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.49% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $7,788 | $5,151+51.2% | $4,628+68.3% | $4,779+63.0% |
| Participant deferral / active EE | $8,712 | $6,799+28.1% | $6,426+35.6% | $5,609+55.3% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |