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 | $37,272 | $160,055-76.7% | $140,016-73.4% | $135,375-72.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -8.38% | 911.38%-919.8pp | 651.12%-659.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,863 | $6,420-55.4% | $5,606-48.9% | $4,779-40.1% |
| Participant deferral / active EE | $4,265 | $7,642-44.2% | $6,927-38.4% | $5,609-24.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |