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 | $42,743 | $84,402-49.4% | $61,373-30.4% | $134,475-68.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.94% | 584.55%-599.5pp | 338.61%-353.5pp | 417.96%-432.9pp |
| Employer contribution / active EE | $5,685 | $1,544+268.1% | $1,159+390.3% | $4,740+19.9% |
| Participant deferral / active EE | $4,571 | $2,819+62.1% | $2,125+115.1% | $6,400-28.6% |
| Admin fee / account holder | $13 | $2,585-99.5% | $2,130-99.4% | $11,426-99.9% |