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 | $42,848 | $92,703-53.8% | $82,719-48.2% | $134,475-68.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.38% | 944.92%-957.3pp | 701.18%-713.6pp | 417.96%-430.3pp |
| Employer contribution / active EE | $4,828 | $3,274+47.5% | $3,009+60.5% | $4,740+1.9% |
| Participant deferral / active EE | $5,600 | $4,802+16.6% | $4,395+27.4% | $6,400-12.5% |
| Admin fee / account holder | $172 | $5,983-97.1% | $5,329-96.8% | $11,426-98.5% |