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 | $54,520 | $160,055-65.9% | $140,016-61.1% | $135,375-59.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.25% | 911.38%-919.6pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $5,684 | $6,420-11.5% | $5,606+1.4% | $4,779+18.9% |
| Participant deferral / active EE | $15,526 | $7,642+103.2% | $6,927+124.1% | $5,609+176.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |