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 | $45,463 | $180,449-74.8% | $154,107-70.5% | $135,375-66.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.65% | 888.09%-896.7pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $4,229 | $6,035-29.9% | $5,298-20.2% | $4,779-11.5% |
| Participant deferral / active EE | $5,667 | $5,806-2.4% | $5,081+11.5% | $5,609+1.0% |
| Admin fee / account holder | $240 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |