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 | $39,368 | $160,055-75.4% | $140,016-71.9% | $135,375-70.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.56% | 911.38%-918.9pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $7,397 | $6,420+15.2% | $5,606+32.0% | $4,779+54.8% |
| Participant deferral / active EE | $7,303 | $7,642-4.4% | $6,927+5.4% | $5,609+30.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |