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 | $76,460 | $180,449-57.6% | $154,107-50.4% | $135,375-43.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.40% | 888.09%-889.5pp | 735.12%-736.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $4,000 | $6,035-33.7% | $5,298-24.5% | $4,779-16.3% |
| Participant deferral / active EE | $4,900 | $5,806-15.6% | $5,081-3.6% | $5,609-12.6% |
| Admin fee / account holder | $10 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |