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 | $51,724 | $138,065-62.5% | $123,544-58.1% | $135,375-61.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.69% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $10,314 | $5,151+100.2% | $4,628+122.9% | $4,779+115.8% |
| Participant deferral / active EE | $25,213 | $6,799+270.8% | $6,426+292.4% | $5,609+349.5% |
| Admin fee / account holder | $241 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |