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 | $49,758 | $100,754-50.6% | $86,677-42.6% | $134,475-63.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.79% | 29.04%-47.8pp | 35.91%-54.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,495 | $3,489-57.2% | $2,836-47.3% | $4,740-68.5% |
| Participant deferral / active EE | $2,671 | $5,338-50.0% | $4,656-42.6% | $6,400-58.3% |
| Admin fee / account holder | $70 | $10,926-99.4% | $7,493-99.1% | $11,426-99.4% |