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 | $58,130 | $180,449-67.8% | $154,107-62.3% | $135,375-57.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.22% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,833 | $6,035-36.5% | $5,298-27.6% | $4,779-19.8% |
| Participant deferral / active EE | $3,188 | $5,806-45.1% | $5,081-37.2% | $5,609-43.2% |
| Admin fee / account holder | $102 | $16,143-99.4% | $13,411-99.2% | $10,827-99.1% |