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 | $58,360 | $90,600-35.6% | $79,464-26.6% | $135,375-56.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.54% | 977.43%-982.0pp | 718.14%-722.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,000 | $3,068-2.2% | $2,800+7.1% | $4,779-37.2% |
| Participant deferral / active EE | $2,909 | $4,050-28.2% | $3,704-21.5% | $5,609-48.1% |
| Admin fee / account holder | $2 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |