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 | $42,306 | $138,044-69.4% | $125,339-66.2% | $134,475-68.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.29% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,905 | $5,243-25.5% | $4,814-18.9% | $4,740-17.6% |
| Participant deferral / active EE | $8,409 | $7,799+7.8% | $7,446+12.9% | $6,400+31.4% |
| Admin fee / account holder | -$495 | $11,571-104.3% | $10,010-104.9% | $11,426-104.3% |