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 5-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 | $55,883 | $135,635-58.8% | $110,238-49.3% | $135,375-58.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.43% | 513.19%-513.6pp | 314.74%-315.2pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,036 | $4,906-58.5% | $3,826-46.8% | $4,779-57.4% |
| Participant deferral / active EE | $2,292 | $5,506-58.4% | $4,672-51.0% | $5,609-59.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |