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 8-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 | $51,874 | $138,065-62.4% | $123,544-58.0% | $135,375-61.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.28% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,030 | $5,151-80.0% | $4,628-77.7% | $4,779-78.4% |
| Participant deferral / active EE | $4,912 | $6,799-27.8% | $6,426-23.6% | $5,609-12.4% |
| Admin fee / account holder | $108 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |