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 | $49,560 | $160,055-69.0% | $140,016-64.6% | $135,375-63.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.51% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,696 | $6,420-73.6% | $5,606-69.7% | $4,779-64.5% |
| Participant deferral / active EE | $7,064 | $7,642-7.6% | $6,927+2.0% | $5,609+25.9% |
| Admin fee / account holder | $54 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |