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 | $23,915 | $82,630-71.1% | $64,105-62.7% | $125,391-80.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.69% | 1489.72%-1492.4pp | 791.24%-793.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,805 | $2,671-32.4% | $1,820-0.8% | $4,866-62.9% |
| Participant deferral / active EE | $6,554 | $3,608+81.6% | $2,822+132.3% | $5,352+22.5% |
| Admin fee / account holder | $21 | $6,382-99.7% | $4,499-99.5% | $9,540-99.8% |