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 | $47,982 | $160,055-70.0% | $140,016-65.7% | $135,375-64.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -6.88% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,776 | $6,420-56.8% | $5,606-50.5% | $4,779-41.9% |
| Participant deferral / active EE | $3,423 | $7,642-55.2% | $6,927-50.6% | $5,609-39.0% |
| Admin fee / account holder | $170 | $13,328-98.7% | $10,705-98.4% | $10,827-98.4% |