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 | $56,496 | $138,065-59.1% | $123,544-54.3% | $135,375-58.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.16% | 153.68%-154.8pp | 119.20%-120.4pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,890 | $5,151-43.9% | $4,628-37.6% | $4,779-39.5% |
| Participant deferral / active EE | $11,204 | $6,799+64.8% | $6,426+74.4% | $5,609+99.8% |
| Admin fee / account holder | $124 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |