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 | $81,305 | $104,106-21.9% | $71,086+14.4% | $135,375-39.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.80% | 1256.30%-1264.1pp | 650.59%-658.4pp | 519.73%-527.5pp |
| Employer contribution / active EE | $6,186 | $1,485+316.6% | $1,088+468.7% | $4,779+29.4% |
| Participant deferral / active EE | $8,384 | $2,527+231.8% | $1,874+347.3% | $5,609+49.5% |
| Admin fee / account holder | $15 | $4,142-99.6% | $3,082-99.5% | $10,827-99.9% |