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 | $51,620 | $160,055-67.7% | $140,016-63.1% | $135,375-61.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.81% | 911.38%-914.2pp | 651.12%-653.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $10,680 | $6,420+66.4% | $5,606+90.5% | $4,779+123.5% |
| Participant deferral / active EE | $11,559 | $7,642+51.3% | $6,927+66.9% | $5,609+106.1% |
| Admin fee / account holder | $202 | $13,328-98.5% | $10,705-98.1% | $10,827-98.1% |