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 | $54,941 | $180,449-69.6% | $154,107-64.3% | $135,375-59.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.24% | 888.09%-896.3pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $12,323 | $6,035+104.2% | $5,298+132.6% | $4,779+157.9% |
| Participant deferral / active EE | $12,979 | $5,806+123.5% | $5,081+155.5% | $5,609+131.4% |
| Admin fee / account holder | $286 | $16,143-98.2% | $13,411-97.9% | $10,827-97.4% |