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 | $114,445 | $180,449-36.6% | $154,107-25.7% | $135,375-15.5% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -8.57% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $3,072 | $6,035-49.1% | $5,298-42.0% | $4,779-35.7% |
| Participant deferral / active EE | $10,438 | $5,806+79.8% | $5,081+105.5% | $5,609+86.1% |
| Admin fee / account holder | $26 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |