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 | $72,640 | $180,449-59.7% | $154,107-52.9% | $135,375-46.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.11% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,850 | $6,035-52.8% | $5,298-46.2% | $4,779-40.4% |
| Participant deferral / active EE | $5,584 | $5,806-3.8% | $5,081+9.9% | $5,609-0.4% |
| Admin fee / account holder | $252 | $16,143-98.4% | $13,411-98.1% | $10,827-97.7% |