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 | $64,848 | $180,449-64.1% | $154,107-57.9% | $135,375-52.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.48% | 888.09%-890.6pp | 735.12%-737.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $9,872 | $6,035+63.6% | $5,298+86.3% | $4,779+106.6% |
| Participant deferral / active EE | $8,381 | $5,806+44.4% | $5,081+65.0% | $5,609+49.4% |
| Admin fee / account holder | $275 | $16,143-98.3% | $13,411-97.9% | $10,827-97.5% |