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 9-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 | $56,620 | $135,635-58.3% | $110,238-48.6% | $135,375-58.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.18% | 513.19%-513.0pp | 314.74%-314.6pp | 519.73%-519.6pp |
| Employer contribution / active EE | $6,170 | $4,906+25.8% | $3,826+61.2% | $4,779+29.1% |
| Participant deferral / active EE | $22,500 | $5,506+308.6% | $4,672+381.6% | $5,609+301.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |