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 | $46,720 | $138,044-66.2% | $125,339-62.7% | $134,475-65.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.65% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,529 | $5,243-51.8% | $4,814-47.5% | $4,740-46.6% |
| Participant deferral / active EE | $3,249 | $7,799-58.3% | $7,446-56.4% | $6,400-49.2% |
| Admin fee / account holder | $88 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |