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 | $117,332 | $211,958-44.6% | $169,463-30.8% | $135,375-13.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.49% | 3.26%-8.8pp | 1.83%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,102 | $5,120-58.9% | $4,159-49.5% | $4,779-56.0% |
| Participant deferral / active EE | $8,841 | $6,075+45.5% | $5,277+67.5% | $5,609+57.6% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |