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 | $29,536 | $180,449-83.6% | $154,107-80.8% | $135,375-78.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.62% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,857 | $6,035-52.7% | $5,298-46.1% | $4,779-40.2% |
| Participant deferral / active EE | $2,088 | $5,806-64.0% | $5,081-58.9% | $5,609-62.8% |
| Admin fee / account holder | $299 | $16,143-98.1% | $13,411-97.8% | $10,827-97.2% |