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 | $53,509 | $138,044-61.2% | $125,339-57.3% | $134,475-60.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.20% | 750.33%-764.5pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,930 | $5,243-44.1% | $4,814-39.1% | $4,740-38.2% |
| Participant deferral / active EE | $6,608 | $7,799-15.3% | $7,446-11.3% | $6,400+3.3% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |