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 | $49,196 | $88,594-44.5% | $70,092-29.8% | $134,475-63.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.55% | 442.67%-459.2pp | 190.73%-207.3pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,590 | $3,233-19.9% | $2,559+1.2% | $4,740-45.4% |
| Participant deferral / active EE | $6,735 | $4,772+41.1% | $3,849+75.0% | $6,400+5.2% |
| Admin fee / account holder | $30 | $10,441-99.7% | $6,267-99.5% | $11,426-99.7% |