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 | $78,766 | $138,044-42.9% | $125,339-37.2% | $134,475-41.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.27% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,856 | $5,243-45.5% | $4,814-40.7% | $4,740-39.7% |
| Participant deferral / active EE | $9,349 | $7,799+19.9% | $7,446+25.6% | $6,400+46.1% |
| Admin fee / account holder | $52 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |