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 | $29,827 | $180,449-83.5% | $154,107-80.6% | $135,375-78.0% |
| Participation rate | 70.6% | 87.4%-16.8pp | 83.0%-12.4pp | 82.6%-12.1pp |
| Annual return | -7.15% | 888.09%-895.2pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,509 | $6,035-75.0% | $5,298-71.5% | $4,779-68.4% |
| Participant deferral / active EE | $2,382 | $5,806-59.0% | $5,081-53.1% | $5,609-57.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |