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 | $53,863 | $160,055-66.3% | $140,016-61.5% | $135,375-60.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.97% | 911.38%-910.4pp | 651.12%-650.1pp | 519.73%-518.8pp |
| Employer contribution / active EE | $1,905 | $6,420-70.3% | $5,606-66.0% | $4,779-60.1% |
| Participant deferral / active EE | $12,670 | $7,642+65.8% | $6,927+82.9% | $5,609+125.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |