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 | $45,967 | $160,055-71.3% | $140,016-67.2% | $135,375-66.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.27% | 911.38%-916.7pp | 651.12%-656.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,089 | $6,420-51.9% | $5,606-44.9% | $4,779-35.4% |
| Participant deferral / active EE | $17,100 | $7,642+123.8% | $6,927+146.9% | $5,609+204.9% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |