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 | $23,118 | $90,600-74.5% | $79,464-70.9% | $135,375-82.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.77% | 977.43%-986.2pp | 718.14%-726.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,632 | $3,068-14.2% | $2,800-6.0% | $4,779-44.9% |
| Participant deferral / active EE | $2,463 | $4,050-39.2% | $3,704-33.5% | $5,609-56.1% |
| Admin fee / account holder | -$6 | $5,907-100.1% | $5,113-100.1% | $10,827-100.1% |