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 | $76,498 | $160,055-52.2% | $140,016-45.4% | $135,375-43.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.39% | 911.38%-919.8pp | 651.12%-659.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,852 | $6,420-55.6% | $5,606-49.1% | $4,779-40.3% |
| Participant deferral / active EE | $2,858 | $7,642-62.6% | $6,927-58.7% | $5,609-49.0% |
| Admin fee / account holder | $17 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |