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 9-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 | $57,051 | $211,958-73.1% | $169,463-66.3% | $135,375-57.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.47% | 3.26%-9.7pp | 1.83%-8.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $19,082 | $5,120+272.7% | $4,159+358.8% | $4,779+299.3% |
| Participant deferral / active EE | $11,298 | $6,075+86.0% | $5,277+114.1% | $5,609+101.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |