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 | $56,642 | $138,065-59.0% | $123,544-54.2% | $135,375-58.2% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -3.32% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $4,500 | $5,151-12.6% | $4,628-2.8% | $4,779-5.8% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $76 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |