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 | $34,308 | $138,044-75.1% | $125,339-72.6% | $134,475-74.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.13% | 750.33%-759.5pp | 572.05%-581.2pp | 417.96%-427.1pp |
| Employer contribution / active EE | $1,706 | $5,243-67.5% | $4,814-64.6% | $4,740-64.0% |
| Participant deferral / active EE | $2,806 | $7,799-64.0% | $7,446-62.3% | $6,400-56.2% |
| Admin fee / account holder | $22 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |