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 | $20,448 | $97,757-79.1% | $83,848-75.6% | $135,375-84.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.46% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,183 | $4,222-48.3% | $3,631-39.9% | $4,779-54.3% |
| Participant deferral / active EE | $3,322 | $4,682-29.0% | $4,082-18.6% | $5,609-40.8% |
| Admin fee / account holder | $34 | $6,674-99.5% | $5,478-99.4% | $10,827-99.7% |