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 | $29,592 | $138,044-78.6% | $125,339-76.4% | $134,475-78.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.61% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,796 | $5,243-65.7% | $4,814-62.7% | $4,740-62.1% |
| Participant deferral / active EE | $2,983 | $7,799-61.8% | $7,446-59.9% | $6,400-53.4% |
| Admin fee / account holder | $24 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |