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 | $52,035 | $168,632-69.1% | $147,614-64.7% | $125,391-58.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.32% | 77.65%-79.0pp | 61.98%-63.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $3,402 | $6,252-45.6% | $5,564-38.9% | $4,866-30.1% |
| Participant deferral / active EE | $9,501 | $5,507+72.5% | $4,895+94.1% | $5,352+77.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |