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 | $40,020 | $152,509-73.8% | $117,472-65.9% | $134,475-70.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.30% | 52.99%-66.3pp | 29.74%-43.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,419 | $4,818+116.3% | $4,070+156.0% | $6,400+62.8% |
| Admin fee / account holder | $3 | $7,004-100.0% | $5,645-99.9% | $11,426-100.0% |