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 | $50,174 | $135,635-63.0% | $110,238-54.5% | $135,375-62.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.48% | 513.19%-519.7pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,875 | $4,906-61.8% | $3,826-51.0% | $4,779-60.8% |
| Participant deferral / active EE | $9,375 | $5,506+70.3% | $4,672+100.7% | $5,609+67.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |