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 | $50,451 | $168,632-70.1% | $147,614-65.8% | $125,391-59.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.66% | 77.65%-78.3pp | 61.98%-62.6pp | 282.22%-282.9pp |
| Employer contribution / active EE | $14,067 | $6,252+125.0% | $5,564+152.8% | $4,866+189.1% |
| Participant deferral / active EE | $10,500 | $5,507+90.7% | $4,895+114.5% | $5,352+96.2% |
| Admin fee / account holder | $8 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |