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 | $50,653 | $138,044-63.3% | $125,339-59.6% | $134,475-62.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.18% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,353 | $5,243-36.1% | $4,814-30.3% | $4,740-29.3% |
| Participant deferral / active EE | $7,762 | $7,799-0.5% | $7,446+4.2% | $6,400+21.3% |
| Admin fee / account holder | $300 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |