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 | $65,496 | $180,449-63.7% | $154,107-57.5% | $135,375-51.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.18% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $11,298 | $6,035+87.2% | $5,298+113.3% | $4,779+136.4% |
| Participant deferral / active EE | $4,625 | $5,806-20.3% | $5,081-9.0% | $5,609-17.5% |
| Admin fee / account holder | $236 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |