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 | $28,424 | $135,635-79.0% | $110,238-74.2% | $135,375-79.0% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -8.18% | 513.19%-521.4pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,144 | $4,906-76.7% | $3,826-70.1% | $4,779-76.1% |
| Participant deferral / active EE | $3,711 | $5,506-32.6% | $4,672-20.6% | $5,609-33.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |