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 | $71,620 | $106,543-32.8% | $91,220-21.5% | $134,475-46.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.18% | 160.60%-180.8pp | 114.01%-134.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,227 | $3,331-63.2% | $2,850-57.0% | $4,740-74.1% |
| Participant deferral / active EE | $5,875 | $4,719+24.5% | $4,234+38.8% | $6,400-8.2% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |