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 | $46,743 | $106,543-56.1% | $91,220-48.8% | $134,475-65.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.82% | 160.60%-179.4pp | 114.01%-132.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,634 | $3,331-20.9% | $2,850-7.6% | $4,740-44.4% |
| Participant deferral / active EE | $5,575 | $4,719+18.2% | $4,234+31.7% | $6,400-12.9% |
| Admin fee / account holder | $21 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |