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 | $70,208 | $135,635-48.2% | $110,238-36.3% | $135,375-48.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -0.29% | 513.19%-513.5pp | 314.74%-315.0pp | 519.73%-520.0pp |
| Employer contribution / active EE | $8,750 | $4,906+78.3% | $3,826+128.7% | $4,779+83.1% |
| Participant deferral / active EE | $12,000 | $5,506+117.9% | $4,672+156.9% | $5,609+114.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |