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 | $52,549 | $160,055-67.2% | $140,016-62.5% | $135,375-61.2% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -2.21% | 911.38%-913.6pp | 651.12%-653.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $2,064 | $6,420-67.8% | $5,606-63.2% | $4,779-56.8% |
| Participant deferral / active EE | $5,588 | $7,642-26.9% | $6,927-19.3% | $5,609-0.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |