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 | $26,694 | $197,825-86.5% | $155,790-82.9% | $125,391-78.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.30% | 86.74%-87.0pp | 71.54%-71.8pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,372 | $4,847-71.7% | $3,836-64.2% | $4,866-71.8% |
| Participant deferral / active EE | $12,365 | $5,630+119.6% | $4,797+157.8% | $5,352+131.0% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |