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 | $56,072 | $138,065-59.4% | $123,544-54.6% | $135,375-58.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.17% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,464 | $5,151-52.2% | $4,628-46.8% | $4,779-48.4% |
| Participant deferral / active EE | $9,394 | $6,799+38.2% | $6,426+46.2% | $5,609+67.5% |
| Admin fee / account holder | $206 | $10,916-98.1% | $9,284-97.8% | $10,827-98.1% |