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 | $28,631 | $138,044-79.3% | $125,339-77.2% | $134,475-78.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.73% | 750.33%-762.1pp | 572.05%-583.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $4,343 | $5,243-17.2% | $4,814-9.8% | $4,740-8.4% |
| Participant deferral / active EE | $7,580 | $7,799-2.8% | $7,446+1.8% | $6,400+18.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |