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 5-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 | $28,842 | $84,402-65.8% | $61,373-53.0% | $134,475-78.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.43% | 584.55%-602.0pp | 338.61%-356.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $14,133 | $1,544+815.1% | $1,159+1119.0% | $4,740+198.2% |
| Participant deferral / active EE | $10,800 | $2,819+283.1% | $2,125+408.3% | $6,400+68.8% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |